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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

765 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 336 increasing their positions, 216 reducing their positions, and 29 closing their positions.

Holders
765
Holders Change
+50
Holders Change %
+6.99%
% of All Funds
13.44%
Holding in Top 10
112
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.8%
% of All Funds
1.97%
New
91
Increased
336
Reduced
216
Closed
29
Calls
$27.8M
Puts
$1.78M
Net Calls
+$26M
Net Calls Change
-$25.9M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$178M
2
B
2
Barings
North Carolina
$90M
3
HI
3
Horizon Investments
North Carolina
$243M
4
Morgan Stanley
4
Morgan Stanley
New York
$676M
5
Stifel Financial
5
Stifel Financial
Missouri
$78.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$423M
2
AWM
2
AE Wealth Management
Kansas
$27.2M
3
NAM
3
Nissay Asset Management
Japan
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.77M
5
RJA
5
Raymond James & Associates
Florida
$88.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
276
Mattern Capital Management
Colorado
$3.15M 23,895 +385 +2%
Mariner
277
Mariner
Kansas
$3.11M 23,621 -248 -1%
BFS
278
Bickling Financial Services
Massachusetts
$2.98M 22,628 -30 -0.1%
HI
279
Harbour Investments
Wisconsin
$2.97M 22,576 +926 +4%
CWM
280
Cabot Wealth Management
Massachusetts
$2.97M 22,511 +891 +4%
GB
281
Gunma Bank
Japan
$2.9M 22,000 – –
MWM
282
Moulton Wealth Management
Washington
$2.88M 21,661 +21,661 New
IA
283
IFP Advisors
Florida
$2.88M 21,858 +4,780 +28%
TFO
284
Tarbox Family Office
California
$2.86M 21,684 -473 -2%
IWM
285
IHT Wealth Management
Illinois
$2.82M 21,427 -8,386 -28%
FC
286
Ferris Capital
Massachusetts
$2.81M 19,551 +19,551 New
BPA
287
Beacon Pointe Advisors
California
$2.81M 21,343 +15,978 +298%
BAM
288
Bruderman Asset Management
New York
$2.8M 21,218 +21,218 New
BA
289
Bristlecone Advisors
Washington
$2.79M 21,161 -660 -3%
AFP
290
Ausdal Financial Partners
Iowa
$2.77M 21,055 +863 +4%
RJT
291
Raymond James Trust
Florida
$2.72M 20,625 +1,706 +9%
AAS
292
Avantax Advisory Services
Texas
$2.72M 20,590 -1,524 -7%
DWA
293
Delos Wealth Advisors
Texas
$2.71M 20,606 +4,550 +28%
DP
294
Denver PWM
Colorado
$2.69M 20,389 +1,381 +7%
GSC
295
G&S Capital
Colorado
$2.68M 20,341 +7,922 +64%
SWM
296
Sugarloaf Wealth Management
Georgia
$2.68M 20,340 – –
EVM
297
Eaton Vance Management
Massachusetts
$2.6M 22,768 +207 +0.9%
WFM
298
Wolff Financial Management
Michigan
$2.53M 19,222 +19,222 New
HTC
299
Hershey Trust Company
Pennsylvania
$2.51M 19,026 – –
HC
300
Hoese & Co
Minnesota
$2.47M 18,725 -1,135 -6%
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