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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

862 hedge funds and large institutions have $19.4B invested in iShares MSCI USA Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 360 increasing their positions, 219 reducing their positions, and 47 closing their positions.

Holders
862
Holders Change
+97
Holders Change %
+12.68%
% of All Funds
13.31%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.84%
New
159
Increased
360
Reduced
219
Closed
47
Calls
$4.05M
Puts
$1M
Net Calls
+$3.05M
Net Calls Change
-$23M

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$198M
2
MWM
2
Merriman Wealth Management
Washington
$212M
3
AWM
3
AE Wealth Management
Kansas
$113M
4
CAM
4
Cresset Asset Management
Illinois
$82.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$22.8M
2
HI
2
Horizon Investments
North Carolina
$170M
3
PI
3
PFS Investments
Georgia
$66.5M
4
B
4
Barings
North Carolina
$49.2M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
251
Nomura Asset Management
Japan
$5.06M 34,780 +34,780 New
OPS
252
Orion Portfolio Solutions
Nebraska
$5.06M 34,747 -1,182 -3%
TC
253
Tacita Capital
Ontario, Canada
$5.05M 34,710 +285 +0.8%
IFWM
254
Institute for Wealth Management
Colorado
$5.05M 34,656 -3,725 -10%
JWCA
255
J.W. Cole Advisors
Florida
$5.01M 34,428 +34,428 New
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$4.94M 33,952 -1,253 -4%
MFG
257
Merit Financial Group
Georgia
$4.9M 33,664 -1,072 -3%
BCMO
258
Buckingham Capital Management (Ohio)
Ohio
$4.9M 33,640 -921 -3%
GIA
259
Gladstone Institutional Advisory
Florida
$4.87M 33,486 +3,896 +13%
AT
260
Arden Trust
Delaware
$4.87M 33,433 – –
LFS
261
Lutz Financial Services
Nebraska
$4.85M 33,346 +7,915 +31%
FAIM
262
Financial Advocates Investment Management
Washington
$4.83M 33,176 +4,790 +17%
PAMS
263
Pictet Asset Management (Switzerland)
Switzerland
$4.82M 33,135 – –
APA
264
American Portfolios Advisors
New York
$4.72M 32,395 +3,897 +14%
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
$4.7M 32,181 +32,181 New
RVPG
266
Relative Value Partners Group
$4.7M 32,252 -3,059 -9%
ACG
267
Allen Capital Group
Nebraska
$4.69M 32,243 +5,086 +19%
UCFA
268
United Capital Financial Advisors
Texas
$4.69M 32,219 -1,987 -6%
FF
269
FourThought Financial
Florida
$4.53M 31,151 -408 -1%
AF
270
Advisornet Financial
Minnesota
$4.53M 31,109 +2,191 +8%
SW
271
SlateStone Wealth
Florida
$4.47M 30,685 -2,898 -9%
FFS
272
Founders Financial Securities
Maryland
$4.43M 30,439 -23,172 -43%
VIM
273
Vista Investment Management
Pennsylvania
$4.42M 30,393 +213 +0.7%
AC
274
Avant Capital
Louisiana
$4.41M 30,276 +30,276 New
SRIM
275
Saratoga Research & Investment Management
California
$4.26M 29,268 +29,268 New
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