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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 %
V
626
Veritable
Delaware
$202K 1,533 +5 +0.3%
SSC
627
Syverson Strege & Co
Iowa
$202K 1,533 +604 +65%
Fisher Asset Management
628
Fisher Asset Management
Washington
$202K 1,531 +1,531 New
MC
629
Moors & Cabot
Massachusetts
$201K 1,521 +1,521 New
ACM
630
AlphaStar Capital Management
North Carolina
$200K 1,427 +1,427 New
CWM
631
Consultiva Wealth Management
Puerto Rico
$192K 1,458 +1,458 New
LAS
632
Lloyd Advisory Services
Georgia
$186K 1,413 -2,560 -64%
OCM
633
Orion Capital Management
California
$177K 1,346 +164 +14%
FCM
634
Firestone Capital Management
Florida
$173K 1,300 – –
PGAM
635
Princeton Global Asset Management
New Jersey
$162K 1,226 -71 -5%
EWM
636
Evermay Wealth Management
Virginia
$161K 1,223 – –
PIM
637
Progressive Investment Management
Oregon
$161K 1,222 +1,222 New
Koshinski Asset Management
638
Koshinski Asset Management
Illinois
$157K 1,192 +1,192 New
WOSD
639
WFA of San Diego
California
$156K 1,187 +1,187 New
BFEC
640
Benjamin F. Edwards & Company
Missouri
$155K 1,180 – –
PWMG
641
Prestige Wealth Management Group
New Jersey
$152K 1,157 – –
VCM
642
Vigilant Capital Management
Maine
$150K 1,141 -403 -26%
HNB
643
Huntington National Bank
Ohio
– – – –
CWC
644
Carolinas Wealth Consulting
North Carolina
$146K 1,108 +496 +81%
Bessemer Group
645
Bessemer Group
New Jersey
$143K 1,089 -69 -6%
IRC
646
Investors Research Corp
Georgia
$139K 1,058 +286 +37%
MPCG
647
Matrix Private Capital Group
New York
$138K 1,049 – –
TWP
648
TFO Wealth Partners
Ohio
$132K 1,000 – –
MHR
649
Matthew Hamilton Rosenberg
$131K 991 +739 +293%
OSAM
650
O'Shaughnessy Asset Management
Connecticut
$128K 971 +850 +702%
24 25
26
27 28