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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.

New
Increased
Maintained
Reduced
Closed
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
Merriman Wealth Management
Washington
$212M
2
AWM
AE Wealth Management
Kansas
$113M
3
CAM
Cresset Asset Management
Illinois
$82.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
5
Osaic Holdings
Osaic Holdings
Arizona
$198M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
$22.8M
2
HI
Horizon Investments
North Carolina
$170M
3
PI
PFS Investments
Georgia
$66.5M
4
B
Barings
North Carolina
$49.2M
5
QA
Quantitative Advantage
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
W
626
Wealthquest
Ohio
$354K -$291 -2 -0.1%
VWA
627
V Wealth Advisors
Kansas
$354K +$9.16K +63 +3%
YWS
628
Yarger Wealth Strategies
Ohio
$354K +$354K +2,435 New
SFS
629
Security Financial Services
Indiana
$353K +$353K +2,425 New
APW
630
Acima Private Wealth
Virginia
$352K – – –
BP
631
BBR Partners
New York
$344K – – –
MWM
632
Meridian Wealth Management
Kentucky
$344K +$36.6K +251 +12%
WOSD
633
WFA of San Diego
California
$343K +$170K +1,168 +98%
SSC
634
Syverson Strege & Co
Iowa
$341K +$118K +813 +53%
ACK
635
Andrew C. Karlinski
$341K +$341K +2,340 New
Fisher Asset Management
636
Fisher Asset Management
Washington
$338K +$115K +788 +51%
OCM
637
Orion Capital Management
California
$338K +$142K +974 +72%
JCM
638
Jacobi Capital Management
Pennsylvania
$336K +$28.5K +196 +9%
FCFC
639
First Citizens Financial Corp
Iowa
$335K +$5.53K +38 +2%
FFN
640
Focus Financial Network
Minnesota
$331K +$12.8K +88 +4%
CM
641
Columbus Macro
Pennsylvania
$327K +$327K +2,246 New
CRI
642
Colonial River Investments
Virginia
$323K +$323K +2,222 New
CWA
643
Clearview Wealth Advisors
Oregon
$322K +$873 +6 +0.3%
LA
644
LexAurum Advisors
Kansas
$320K +$3.5K +24 +1%
CAM
645
Crestone Asset Management
Colorado
$318K – – –
PWA
646
Physician Wealth Advisors
Utah
$315K +$315K +2,244 New
CWM
647
Cahaba Wealth Management
Georgia
$313K +$313K +2,152 New
BA
648
Bellwether Advisors
Nebraska
$312K +$38.1K +262 +14%
CA
649
Crumly & Associates
Illinois
$312K +$64.9K +484 +26%
DF
650
Donoghue Forlines
Massachusetts
$307K -$12.4K -85 -4%
24 25
26
27 28