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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.

New
Increased
Maintained
Reduced
Closed
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
State of Michigan Retirement System
Michigan
$178M
2
B
Barings
North Carolina
$90M
3
HI
Horizon Investments
North Carolina
$243M
4
Morgan Stanley
Morgan Stanley
New York
$676M
5
Stifel Financial
Stifel Financial
Missouri
$78.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$423M
2
AWM
AE Wealth Management
Kansas
$27.2M
3
NAM
Nissay Asset Management
Japan
$0
4
BCI
Brinker Capital Investments
Pennsylvania
$5.77M
5
RJA
Raymond James & Associates
Florida
$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
476
Continuum Advisory
Idaho
$561K +$35.3K +268 +7%
FTS
477
Fifth Third Securities
Ohio
$558K – – –
JG
478
Jefferies Group
New York
$557K +$16.3K +124 +3%
PCM
479
Prelude Capital Management
New York
$554K +$554K +4,208 New
WWM
480
Wolff Wiese Magana
California
$550K +$43.1K +327 +9%
RC
481
RegentAtlantic Capital
New Jersey
$544K +$109K +828 +25%
WWM
482
WJ Wealth Management
Arizona
$544K +$268K +2,033 +97%
SXL
483
Summit X LLC
Missouri
$540K -$45.8K -351 -8%
LJAC
484
L.J. Altfest & Co
New York
$536K +$7.25K +55 +1%
William Blair & Company
485
William Blair & Company
Illinois
$534K – – –
USCWA
486
U.S. Capital Wealth Advisors
Texas
$534K +$534K +4,054 New
SIC
487
Salem Investment Counselors
North Carolina
$533K +$12.4K +94 +2%
IA
488
IFG Advisory
Georgia
$532K +$91.4K +694 +21%
DS
489
Dudley & Shanley
Florida
$529K – – –
ANTB
490
AMG National Trust Bank
Colorado
$527K – – –
LWM
491
Laidlaw Wealth Management
New York
$522K -$14.6K -111 -3%
NF
492
Nikulski Financial
Iowa
$510K +$72.4K +550 +17%
FDCC
493
Foster Dykema Cabot & Co
Massachusetts
$509K +$115K +876 +29%
FPGK
494
Financial Partners Group (Kansas)
Kansas
$505K +$184K +1,395 +57%
STB
495
S&T Bank
Pennsylvania
$503K – – –
TC
496
Telemus Capital
Michigan
$495K +$96K +729 +24%
AIC
497
Ayalon Insurance Company
Israel
$493K -$79.8K -600 -14%
BOPW
498
Brandywine Oak Private Wealth
Pennsylvania
$493K – – –
C1AG
499
Client 1st Advisory Group
Florida
$490K – – –
PPP
500
Private Portfolio Partners
New Jersey
$488K +$14.4K +109 +3%
18 19
20
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