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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 %
FPGK
476
Financial Partners Group (Kansas)
Kansas
$925K +$406K +2,995 +78%
TWM
477
Tolleson Wealth Management
Texas
$912K – – –
VWA
478
Visionary Wealth Advisors
Illinois
$908K +$38.3K +263 +4%
TA
479
Tiedemann Advisors
New York
$898K +$898K +6,169 New
LAS
480
Lloyd Advisory Services
Georgia
$890K +$684K +4,704 +333%
CCA
481
Clearwater Capital Advisors
Illinois
$888K -$6.26K -43 -0.7%
OC
482
Oppenheimer & Co
New York
$887K +$80.8K +555 +10%
RCG
483
Regatta Capital Group
California
$887K +$887K +6,091 New
MWM
484
Mascoma Wealth Management
New Hampshire
$885K +$88.1K +605 +11%
AR
485
Apeiron RIA
Texas
$877K +$877K +6,025 New
RA
486
RFG Advisory
Alabama
$871K +$63K +433 +8%
LFG
487
Larson Financial Group
Missouri
$866K +$5.53K +38 +0.6%
CAAS
488
Capital Asset Advisory Services
Michigan
$864K -$65.8K -452 -7%
AWC
489
Abundance Wealth Counselors
Pennsylvania
$852K -$214K -1,472 -20%
USCWA
490
U.S. Capital Wealth Advisors
Texas
$852K +$262K +1,799 +44%
LC
491
Lavaca Capital
Texas
$834K +$8.44K +58 +1%
SHJ
492
Sharkey, Howes & Javer
Colorado
$825K -$107K -733 -11%
CWA
493
Centennial Wealth Advisory
Michigan
$824K +$89.8K +617 +12%
BCM
494
Beck Capital Management
Texas
$817K -$40.3K -277 -5%
BSW
495
Buckingham Strategic Wealth
Missouri
$813K +$15.6K +107 +2%
PPW
496
Pasadena Private Wealth
California
$809K +$107K +732 +15%
4WM
497
4J Wealth Management
Virginia
$800K -$94.6K -650 -11%
AllianceBernstein
498
AllianceBernstein
Tennessee
$787K -$30.7K -211 -4%
First Trust Advisors
499
First Trust Advisors
Illinois
$787K +$15.4K +106 +2%
SIM
500
Studio Investment Management
Illinois
$779K +$779K +5,353 New
18 19
20
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