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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 %
MAG
276
MRA Advisory Group
New Jersey
$4.23M 29,075 +2,566 +10%
Mariner
277
Mariner
Kansas
$4.23M 29,055 +5,434 +23%
WA
278
WBH Advisory
Maryland
$4.2M 28,824 +22,083 +328%
LNB
279
Ledyard National Bank
$4.18M 28,716 -609 -2%
CCA
280
Column Capital Advisors
Indiana
$4.14M 28,453 +80 +0.3%
AI
281
Atria Investments
North Carolina
$4.03M 27,664 +1,371 +5%
SB
282
Strategic Blueprint
Georgia
$3.98M 27,344 -185 -0.7%
MAG
283
Mayfair Advisory Group
Alabama
$3.97M 28,052 +820 +3%
LWM
284
Lionsbridge Wealth Management
Florida
$3.95M 27,158 +634 +2%
PA
285
PFG Advisors
Arizona
$3.91M 26,827 -129 -0.5%
AWP
286
Ascent Wealth Partners
New York
$3.89M 26,723 -406 -1%
DWT
287
Dorsey & Whitney Trust
South Dakota
$3.86M 26,545 -24 -0.1%
MA
288
MBA Advisors
Pennsylvania
$3.85M 26,416 +527 +2%
Creative Planning
289
Creative Planning
Kansas
$3.79M 26,064 +1,657 +7%
SPC
290
Sigma Planning Corp
Michigan
$3.66M 25,116 -1,542 -6%
RSWM
291
Robertson Stephens Wealth Management
California
$3.66M 25,116 +21,866 +673%
GWM
292
Geneos Wealth Management
Colorado
$3.63M 24,922 -1,072 -4%
MCM
293
Mattern Capital Management
Colorado
$3.61M 24,791 +896 +4%
MCC
294
Money Concepts Capital
Florida
$3.58M 24,578 +24,578 New
NFC
295
Northeast Financial Consultants
Connecticut
$3.5M 24,046 +18,572 +339%
CA
296
Cetera Advisors
Colorado
$3.48M 23,925 -8,749 -27%
EVM
297
Eaton Vance Management
Massachusetts
$3.39M 23,298 +530 +2%
MWM
298
Moulton Wealth Management
Washington
$3.39M 23,362 +1,701 +8%
CWM
299
Cabot Wealth Management
Massachusetts
$3.34M 22,967 +456 +2%
TFA
300
Tranquilli Financial Advisor
New Jersey
$3.32M 22,838 -23,194 -50%
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