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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.

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
1
State of Michigan Retirement System
Michigan
$178M
2
B
2
Barings
North Carolina
$90M
3
HI
3
Horizon Investments
North Carolina
$243M
4
Morgan Stanley
4
Morgan Stanley
New York
$676M
5
Stifel Financial
5
Stifel Financial
Missouri
$78.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$423M
2
AWM
2
AE Wealth Management
Kansas
$27.2M
3
NAM
3
Nissay Asset Management
Japan
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.77M
5
RJA
5
Raymond James & Associates
Florida
$88.5M
Name Market Value Shares Shares
Change 		Shares
Change %
APW
551
Acima Private Wealth
Virginia
$318K 2,417 -113 -4%
FFC
552
Fure Financial Corporation
Minnesota
$313K 2,380 +446 +23%
VWA
553
V Wealth Advisors
Kansas
$312K 2,371 -911 -28%
BP
554
BBR Partners
New York
$311K 2,362 – –
WP
555
WealthPLAN Partners
Nebraska
$309K 2,144 +247 +13%
LSPW
556
Lake Street Private Wealth
Illinois
$304K 2,308 +394 +21%
CAG
557
Curtis Advisory Group
California
$304K 2,305 +2,305 New
CFD
558
Creative Financial Designs
Indiana
$301K 2,288 +1,024 +81%
CI
559
CX Institutional
Indiana
$299K 2,270 -403 -15%
FCFC
560
First Citizens Financial Corp
Iowa
$298K 2,265 +405 +22%
CWA
561
Clearview Wealth Advisors
Oregon
$291K 2,208 -223 -9%
DF
562
Donoghue Forlines
Massachusetts
$289K 2,193 -92,194 -98%
FFN
563
Focus Financial Network
Minnesota
$288K 2,186 +2,186 New
CAM
564
Crestone Asset Management
Colorado
$287K 2,182 – –
VFA
565
Valeo Financial Advisors
Indiana
$286K 2,168 -57 -3%
LA
566
LexAurum Advisors
Kansas
$286K 2,173 +9 +0.4%
PWMG
567
Pinnacle Wealth Management Group
Michigan
$284K 2,156 +432 +25%
PCMC
568
Private Capital Management (Colorado)
Colorado
$284K 2,159 +2,159 New
PAM
569
Palisade Asset Management
Minnesota
$282K 2,140 – –
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$280K 2,127 +2,127 New
JCM
571
Jacobi Capital Management
Pennsylvania
$279K 2,115 +565 +36%
MWM
572
Meridian Wealth Management
Kentucky
$278K 2,109 -120 -5%
CIA
573
Capital Investment Advisors
Georgia
$276K 2,098 +89 +4%
DTC
574
Davidson Trust Company
Washington
$275K 2,091 -9 -0.4%
WSFS
575
Wilmington Savings Fund Society
Delaware
$272K 2,063 +2,063 New
21 22
23
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