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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 %
BA
301
Bristlecone Advisors
Washington
$3.3M 22,646 +1,485 +7%
BFS
302
Bickling Financial Services
Massachusetts
$3.29M 22,596 -32 -0.1%
AWC
303
Adamsbrown Wealth Consultants
Kansas
$3.25M 22,295 +22,295 New
IWM
304
IHT Wealth Management
Illinois
$3.22M 22,152 +725 +3%
AFP
305
Ausdal Financial Partners
Iowa
$3.2M 21,993 +938 +4%
BPA
306
Beacon Pointe Advisors
California
$3.16M 21,717 +374 +2%
TFO
307
Tarbox Family Office
California
$3.16M 21,684 – –
AAS
308
Avantax Advisory Services
Texas
$3.1M 21,319 +729 +4%
DWA
309
Delos Wealth Advisors
Texas
$3.09M 21,209 +603 +3%
MAC
310
Mason & Associates (California)
California
$3.05M 20,954 +20,954 New
DP
311
Denver PWM
Colorado
$3.04M 20,992 +603 +3%
WCG
312
Wall Capital Group
Arizona
$3.02M 20,733 -15,683 -43%
LFA
313
Level Financial Advisors
New York
$2.98M 20,486 +20,486 New
SWM
314
Sugarloaf Wealth Management
Georgia
$2.96M 20,340 – –
RJT
315
Raymond James Trust
Florida
$2.93M 20,142 -483 -2%
BFC
316
Bedel Financial Consulting
Indiana
$2.91M 19,978 +3,249 +19%
HI
317
Harbour Investments
Wisconsin
$2.9M 19,941 -2,635 -12%
BCM
318
BlueCrest Capital Management
Jersey
$2.87M 19,695 +17,959 +1,035%
WFM
319
Wolff Financial Management
Michigan
$2.82M 19,388 +166 +0.9%
HC
320
Hoese & Co
Minnesota
$2.82M 19,385 +660 +4%
CS
321
Credit Suisse
Switzerland
$2.81M 19,280 +19,280 New
FC
322
Ferris Capital
Massachusetts
$2.79M 19,181 -370 -2%
PAS
323
Park Avenue Securities
New York
$2.78M 19,095 +1,853 +11%
HTC
324
Hershey Trust Company
Pennsylvania
$2.77M 19,026 – –
CAAM
325
Cornerstone Advisors Asset Management
Pennsylvania
$2.74M 18,819 +18,819 New
11 12
13
14 15