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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 %
MAFM
576
Mid Atlantic Financial Management
Pennsylvania
$269K 2,042 -11 -0.5%
JGIA
577
Jackson Grant Investment Advisers
Connecticut
$269K 2,044 +6 +0.3%
PBF
578
Petix & Botte Financial
California
$269K 2,031 +2,031 New
Chevy Chase Trust
579
Chevy Chase Trust
Maryland
$267K 2,026 -776 -28%
KWM
580
Keebeck Wealth Management
Illinois
$263K 1,996 -1,262 -39%
PTC
581
Philadelphia Trust Company
Pennsylvania
$263K 2,000 – –
HA
582
HYA Advisors
Missouri
$261K 1,964 +1 +0.1%
TCOV
583
Trust Company of Vermont
Vermont
$261K 1,985 +1,850 +1,370%
IWA
584
Intercontinental Wealth Advisors
Texas
$256K 1,940 -570 -23%
MKA
585
M. Kulyk & Associates
Georgia
$256K 1,947 +1,947 New
SPAS
586
Spectrum Planning & Advisory Services
California
$255K 1,932 – –
NAG
587
Northstar Advisory Group
New Jersey
$255K 1,932 +1,932 New
CBFP
588
Cedar Brook Financial Partners
Ohio
$252K 1,913 -2,836 -60%
SFC
589
SYM Financial Corp
Indiana
$251K 1,903 +1,903 New
IAA
590
Independent Advisor Alliance
North Carolina
$250K 1,895 +1 +0.1%
BA
591
Bellwether Advisors
Nebraska
$248K 1,883 -43 -2%
BJL
592
Brighton Jones LLC
Washington
$247K 1,872 +329 +21%
SIA
593
Soltis Investment Advisors
Utah
$244K 1,856 +1,856 New
CA
594
Crumly & Associates
Illinois
$243K 1,843 +38 +2%
CPIG
595
Chicago Partners Investment Group
Illinois
$238K 1,656 +1,656 New
ACS
596
Archford Capital Strategies
Illinois
$237K 1,800 -23 -1%
FANJ
597
Financial Architects (New Jersey)
New Jersey
$237K 1,796 +1,796 New
TLFA
598
True Link Financial Advisors
California
$233K 1,771 -325 -16%
WIA
599
World Investment Advisors
California
$230K 1,749 -241 -12%
BHTS
600
Bar Harbor Trust Services
Maine
$230K 1,749 +1,749 New
22 23
24
25 26