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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 %
LTI
601
Laffer Tengler Investments
Tennessee
$229K 1,740 +1,740 New
BCM
602
BlueCrest Capital Management
Jersey
$229K 1,736 -6,732 -79%
NA
603
Nottingham Advisors
New York
$229K 1,739 – –
FSA
604
Financial Services Advisory
Maryland
$229K 1,735 +1,735 New
GIA
605
Goodwin Investment Advisory
Georgia
$228K 1,728 – –
OPCM
606
Osborne Partners Capital Management
California
$226K 1,716 -997 -37%
LS
607
Leelyn Smith
Illinois
$226K 1,713 +3 +0.2%
GSIS
608
Global Strategic Investment Solutions
Arizona
$224K 1,700 – –
FMWA
609
Forvis Mazars Wealth Advisors
Missouri
$223K 1,691 -762 -31%
FWM
610
Frontier Wealth Management
Missouri
$223K 1,690 -30 -2%
CL
611
CPWM LLC
Washington
$223K 1,691 – –
EWP
612
Engrave Wealth Partners
Texas
$222K 1,684 – –
CRC
613
Curi RMB Capital
Illinois
$220K 1,669 – –
KPWS
614
Kestra Private Wealth Services
Texas
$219K 1,660 +157 +10%
KFC
615
Klingenstein Fields & Co
New York
$218K 1,658 – –
CA
616
Cambridge Advisors
Nebraska
$217K 1,649 -102 -6%
IC
617
IEQ Capital
California
$216K 1,637 – –
BOS
618
Bingham Osborn & Scarborough
California
$215K 1,630 – –
CAM
619
Concorde Asset Management
Michigan
$213K 1,616 -164 -9%
LA
620
LVW Advisors
New York
$212K 1,613 -1,701 -51%
BWP
621
Baldwin Wealth Partners
Massachusetts
$212K 1,613 – –
LW
622
Linscomb Wealth
Texas
$207K 1,572 – –
KCPG
623
Kavar Capital Partners Group
Kansas
$207K 1,574 – –
FRA
624
Frank Rimerman Advisors
California
$204K 1,551 – –
CAM
625
Cidel Asset Management
Ontario, Canada
$204K 1,545 -275 -15%
23 24
25
26 27