QUAL icon

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 Holding Trade Value Shares
Change 		Shares
Change %
MW
326
MBL Wealth
North Carolina
$2.12M +$2.12M +16,079 New
NSB
327
Norway Savings Bank
Maine
$2.11M +$114K +865 +6%
ISG
328
Investment Security Group
Colorado
$2.1M -$6.85K -52 -0.3%
CWP
329
CFM Wealth Partners
Texas
$2.06M +$169K +1,281 +9%
FCA
330
FinTrust Capital Advisors
South Carolina
$2.05M – – –
MSA
331
Marino Stram & Associates
Massachusetts
$2.04M +$2.04M +15,499 New
FA
332
Flagstar Advisors
New York
$2.04M +$2.04M +15,494 New
SFSG
333
Sound Financial Strategies Group
Mississippi
$2.03M -$918K -6,971 -31%
PP
334
Patron Partners
Texas
$1.86M +$156K +1,181 +9%
CL
335
COWA LLC
Oklahoma
$1.79M +$478K +3,625 +36%
MWM
336
MBE Wealth Management
Wisconsin
$1.76M -$287K -2,181 -14%
JIP
337
Jaffetilchin Investment Partners
Florida
$1.76M -$3.84M -29,106 -69%
TP
338
Tranquility Partners
Tennessee
$1.74M +$646K +4,905 +59%
IAN
339
Integrated Advisors Network
Texas
$1.74M +$1.49M +11,346 +610%
NR
340
Newfound Research
Massachusetts
$1.73M +$342K +2,599 +25%
9WM
341
9258 Wealth Management
Ohio
$1.72M +$143K +1,088 +9%
FFBTD
342
First Financial Bank - Trust Division
Ohio
$1.68M -$106K -801 -6%
EPA
343
Element Pointe Advisors
Florida
$1.66M +$393K +2,986 +31%
AP
344
Adero Partners
California
$1.65M -$115K -875 -7%
Deutsche Bank
345
Deutsche Bank
Germany
$1.64M -$50.7K -385 -3%
MMA
346
Miracle Mile Advisors
California
$1.64M +$60.6K +460 +4%
WWP
347
Waypoint Wealth Partners
California
$1.63M – – –
Vontobel Holding
348
Vontobel Holding
Switzerland
$1.63M +$638K +4,845 +65%
SC
349
Scotia Capital
Ontario, Canada
$1.61M +$1.61M +12,243 New
PCA
350
Peddock Capital Advisors
Massachusetts
$1.59M +$177K +1,346 +13%
12 13
14
15 16