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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
MWM
1
Merriman Wealth Management
Washington
$212M
2
AWM
2
AE Wealth Management
Kansas
$113M
3
CAM
3
Cresset Asset Management
Illinois
$82.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.93B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$198M

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 Holding Trade Value Shares
Change 		Shares
Change %
IAA
326
Ironsides Asset Advisors
North Carolina
$2.73M +$1.52M +10,445 +125%
TFS
327
TrustCore Financial Services
Tennessee
$2.68M +$272K +1,867 +11%
FHA
328
Flagship Harbor Advisors
Massachusetts
$2.68M +$127K +874 +5%
SCA
329
Snowden Capital Advisors
New York
$2.67M -$48.3K -332 -2%
JSW
330
Journey Strategic Wealth
New Jersey
$2.66M +$2.66M +18,291 New
JEST
331
JTC Employer Solutions Trustee
Jersey
$2.65M – – –
KP
332
Keel Point
Alabama
$2.65M +$38.3K +263 +1%
RPGK
333
Retirement Planning Group (Kansas)
Kansas
$2.64M -$16.7K -115 -0.6%
CFCI
334
Comprehensive Financial Consultants Institutional
Indiana
$2.63M +$2.63M +20,220 New
GSC
335
G&S Capital
Colorado
$2.61M -$354K -2,434 -12%
ASN
336
Advisory Services Network
Georgia
$2.6M -$111K -760 -4%
BFA
337
Beacon Financial Advisory
Ohio
$2.59M +$172K +1,184 +7%
AP
338
Agilis Partners
Massachusetts
$2.55M +$1.28M +8,798 +101%
PIM
339
Provident Investment Management
Michigan
$2.54M +$31.9K +219 +1%
NSB
340
Norway Savings Bank
Maine
$2.48M +$151K +1,040 +7%
GT
341
Greenleaf Trust
Michigan
$2.47M -$102K -700 -4%
AWA
342
Acorn Wealth Advisors
Michigan
$2.47M +$65.4K +449 +3%
AWM
343
Aries Wealth Management
Maine
$2.47M +$23.7K +163 +1%
MIM
344
Macroview Investment Management
Maryland
$2.42M -$35.4K -243 -1%
WF
345
Warner Financial
Maryland
$2.42M +$2.42M +16,651 New
JBA
346
Johnson Bixby & Associates
Washington
$2.42M +$12.2K +84 +0.5%
FAM
347
Formidable Asset Management
Ohio
$2.38M -$31.8K -219 -1%
CFGS
348
Concourse Financial Group Securities
Alabama
$2.38M +$731K +5,023 +44%
CL
349
COWA LLC
Oklahoma
$2.34M +$364K +2,501 +18%
MSA
350
Marino Stram & Associates
Massachusetts
$2.33M +$77.6K +533 +3%
12 13
14
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