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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 %
VRM
651
Vectors Research Management
New York
$126K 957 +885 +1,229%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$122K 928 – –
RG
653
Retirement Group
California
$120K 913 – –
ICM
654
Islay Capital Management
Texas
$115K 870 – –
CCP
655
Clarkston Capital Partners
Michigan
$114K 865 – –
CB
656
CNB Bank
Pennsylvania
$111K 843 – –
CA
657
Clearstead Advisors
Ohio
$111K 845 – –
BCWM
658
Bartlett & Co Wealth Management
Ohio
$110K 838 +153 +22%
BC
659
Bartlett & Co
Ohio
$110K 838 +153 +22%
AWM
660
Avior Wealth Management
Nebraska
$109K 833 -7 -0.8%
SSB
661
Sandy Spring Bank
Maryland
$108K 823 – –
KPCM
662
Kings Point Capital Management
New York
$107K 812 +312 +62%
HR
663
Howe & Rusling
New York
$107K 813 +799 +5,707%
SWM
664
Selective Wealth Management
Virginia
$106K 801 +801 New
CPFP
665
Clear Perspectives Financial Planning
Ohio
$104K 791 +150 +23%
ST
666
Smithfield Trust
Pennsylvania
$103K 778 +778 New
LWP
667
Laurel Wealth Planning
Minnesota
$101K 767 – –
IFAM
668
Institutional & Family Asset Management
Colorado
$96K 732 – –
EW
669
Evoke Wealth
California
$95K 726 – –
CIA
670
Choate Investment Advisors
Massachusetts
$89K 673 – –
FFA
671
Founders Financial Alliance
North Carolina
$83K 629 -246 -28%
APC
672
Aspire Private Capital
North Carolina
$77K 588 -83 -12%
AIM
673
Anchor Investment Management
South Carolina
$75.5K 573 – –
FPFS
674
First Personal Financial Services
North Carolina
$69K 525 – –
SMFG
675
Sumitomo Mitsui Financial Group
Japan
$68K 518 -19 -4%
25 26
27
28 29