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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CWC
601
Carolinas Wealth Consulting
North Carolina
$420K 2,887 +1,779 +161%
KWM
602
Keebeck Wealth Management
Illinois
$419K 2,880 +884 +44%
ICG
603
InterOcean Capital Group
Tennessee
$414K 2,844 – –
IWA
604
IBEX Wealth Advisors
New Jersey
$414K 2,848 +430 +18%
IWP
605
Icon Wealth Partners
Texas
$409K 2,808 – –
APW
606
Austin Private Wealth
Texas
$407K 2,795 -2,862 -51%
PCM
607
Parsons Capital Management
Rhode Island
$406K 2,792 +30 +1%
Jones Financial Companies
608
Jones Financial Companies
Missouri
$406K 2,786 +2,786 New
TA
609
TrueWealth Advisors
Alabama
$405K 2,781 -146 -5%
AWA
610
Arete Wealth Advisors
Illinois
$398K 2,739 +2,739 New
FFC
611
Fure Financial Corporation
Minnesota
$396K 2,721 +341 +14%
BFA
612
Beaumont Financial Advisors
Massachusetts
$394K 2,709 +116 +4%
Barclays
613
Barclays
United Kingdom
$393K 2,700 -297 -10%
HWIS
614
Hancock Whitney Investment Services
Louisiana
$389K 2,670 +2,670 New
FANJ
615
Financial Architects (New Jersey)
New Jersey
$385K 2,646 +850 +47%
PPWM
616
PFG Private Wealth Management
Florida
$384K 2,639 -67,624 -96%
DT
617
Daniels + Tansey
Delaware
$382K 2,626 – –
EL
618
EQ LLC
Washington
$379K 2,604 +3 +0.1%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$370K 2,540 +1,360 +115%
OWA
620
Octavia Wealth Advisors
Ohio
$362K 2,486 -317 -11%
CIR
621
Clear Investment Research
Georgia
$362K 2,486 -65 -3%
LG
622
Leuthold Group
Minnesota
$362K 2,487 -24 -1%
HTHT
623
Hemenway Trust Hemenway Trust
New Hampshire
$357K 2,450 – –
PWMG
624
Pinnacle Wealth Management Group
Michigan
$357K 2,455 +299 +14%
AW
625
Avion Wealth
Texas
$355K 2,440 – –
23 24
25
26 27