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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 %
Northern Trust
401
Northern Trust
Illinois
$1.6M -$101K -697 -6%
PAMG
402
Patton Albertson Miller Group
Tennessee
$1.6M -$39.7K -273 -2%
MWM
403
Mattern Wealth Management
Kansas
$1.59M -$45.6K -313 -3%
QCM
404
Quest Capital Management
Texas
$1.58M +$871K +5,981 +122%
TFM
405
TFC Financial Management
Massachusetts
$1.56M -$7.71K -53 -0.5%
AWM
406
Aspire Wealth Management
Massachusetts
$1.56M +$1.56M +10,725 New
FI
407
Financial Insights
Washington
$1.52M – – –
CA
408
Corrado Advisors
New Jersey
$1.51M +$106K +726 +8%
HIM
409
HawsGoodwin Investment Management
Tennessee
$1.49M -$31.7K -218 -2%
SWM
410
Silverlake Wealth Management
Vermont
$1.49M +$1.49M +10,257 New
CFRPA
411
Castle Financial & Retirement Planning Associates
New Jersey
$1.49M +$1.49M +11,172 New
FPW
412
Flagship Private Wealth
Massachusetts
$1.48M -$20.7K -142 -1%
CWS
413
Cypress Wealth Services
California
$1.46M +$100K +690 +7%
PWM
414
Perigon Wealth Management
California
$1.46M +$147K +1,011 +11%
Brown Advisory
415
Brown Advisory
Maryland
$1.46M +$58.2K +400 +4%
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M +$429K +2,950 +42%
ATC
417
Argent Trust Co
Tennessee
$1.42M +$69.3K +476 +5%
UWM
418
USAdvisors Wealth Management
Minnesota
$1.41M -$41.6K -286 -3%
ACA
419
Ackerman Capital Advisors
Texas
$1.41M -$273K -1,874 -16%
TCM
420
Triumph Capital Management
Colorado
$1.41M +$73.7K +506 +6%
IA
421
IFP Advisors
Florida
$1.37M -$1.81M -12,446 -57%
TCWM
422
Total Clarity Wealth Management
Illinois
$1.36M +$328K +2,255 +32%
GEA
423
Glen Eagle Advisors
New Jersey
$1.33M +$142K +974 +12%
AW
424
ACG Wealth
Georgia
$1.32M +$3.79K +26 +0.3%
MFW
425
Mosaic Family Wealth
Missouri
$1.3M +$61.3K +421 +5%
15 16
17
18 19