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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.

New
Increased
Maintained
Reduced
Closed
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 %
FA
351
FDx Advisors
Illinois
$2.32M -$188K -1,291 -7%
TSWM
352
Tyler-Stone Wealth Management
Ohio
$2.32M +$2.32M +15,964 New
CWP
353
CFM Wealth Partners
Texas
$2.3M +$27.6K +190 +1%
NR
354
Newfound Research
Massachusetts
$2.3M +$387K +2,659 +20%
FA
355
Flagstar Advisors
New York
$2.29M +$32K +220 +1%
FCA
356
FinTrust Capital Advisors
South Carolina
$2.28M +$19.4K +133 +0.9%
DWMG
357
DB Wealth Management Group
California
$2.28M -$263K -1,810 -10%
ICP
358
Interchange Capital Partners
Pennsylvania
$2.27M +$1.83M +12,591 +423%
KWM
359
Kingsview Wealth Management
Oregon
$2.26M +$1.14M +7,862 +103%
PPW
360
Pinnacle Private Wealth
Massachusetts
$2.23M +$2.23M +15,345 New
DT
361
Diversified Trust
Tennessee
$2.23M -$244K -1,676 -10%
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
$2.23M +$2.23M +15,285 New
IAN
363
Integrated Advisors Network
Texas
$2.22M +$301K +2,066 +16%
SC
364
Solstein Capital
California
$2.2M +$517K +3,554 +31%
JIP
365
Jaffetilchin Investment Partners
Florida
$2.2M +$255K +1,751 +13%
VAS
366
Vestmark Advisory Solutions
Massachusetts
$2.19M +$778K +5,345 +55%
SFSG
367
Sound Financial Strategies Group
Mississippi
$2.18M -$64.2K -441 -3%
BCP
368
Blackhawk Capital Partners
Wisconsin
$2.15M +$613K +4,209 +40%
SC
369
Stephens Consulting
Michigan
$2.15M +$2.15M +14,771 New
SFM
370
Signet Financial Management
New Jersey
$2.13M +$1.63M +11,227 +328%
Renaissance Technologies
371
Renaissance Technologies
New York
$2.1M -$1.76M -12,100 -46%
NFG
372
Next Financial Group
Texas
$2.09M +$484K +3,324 +30%
JWM
373
Jackson Wealth Management
Florida
$2.08M +$43.5K +299 +2%
PP
374
Patron Partners
Texas
$2.04M -$15.3K -105 -0.7%
EWA
375
Exencial Wealth Advisors
Oklahoma
$2.04M +$2.04M +14,008 New
13 14
15
16 17