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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 %
CIA
651
Capital Investment Advisors
Georgia
$306K 2,105 +7 +0.3%
TI
652
Trexquant Investment
Connecticut
$301K 2,068 -9,662 -82%
JGIA
653
Jackson Grant Investment Advisers
Connecticut
$298K 2,050 +6 +0.3%
GPA
654
Guerra Pan Advisors
New Jersey
$298K 2,050 +2,050 New
DTC
655
Davidson Trust Company
Washington
$292K 2,005 -86 -4%
ACM
656
AlphaStar Capital Management
North Carolina
$292K 2,102 +675 +47%
PTC
657
Philadelphia Trust Company
Pennsylvania
$291K 2,000 – –
WP
658
WealthPLAN Partners
Nebraska
$290K 2,138 -6 -0.3%
TCOV
659
Trust Company of Vermont
Vermont
$289K 1,985 – –
WIA
660
World Investment Advisors
California
$289K 2,176 +427 +24%
VFA
661
Valeo Financial Advisors
Indiana
$288K 1,980 -188 -9%
HA
662
HYA Advisors
Missouri
$286K 1,964 – –
SIA
663
Soltis Investment Advisors
Utah
$283K 1,942 +86 +5%
IWA
664
Intercontinental Wealth Advisors
Texas
$282K 1,940 – –
SPAS
665
Spectrum Planning & Advisory Services
California
$281K 1,931 -1 -0.1%
PAM
666
Palisade Asset Management
Minnesota
$278K 1,907 -233 -11%
RIA
667
Regal Investment Advisors
Michigan
$278K 1,908 +1,908 New
HWM
668
Hohimer Wealth Management
Washington
$276K 1,899 +1,899 New
TLFA
669
True Link Financial Advisors
California
$275K 1,888 +117 +7%
AL
670
Aspiriant LLC
California
$274K 1,879 -1,058 -36%
DIA
671
Dana Investment Advisors
Wisconsin
$274K 1,880 +1,880 New
MC
672
Moors & Cabot
Massachusetts
$272K 1,871 +350 +23%
BCA
673
Biltmore Capital Advisors
New Jersey
$271K 1,863 +1,863 New
TVAMP
674
Tennessee Valley Asset Management Partners
Tennessee
$266K 1,827 -3,076 -63%
IAA
675
Independent Advisor Alliance
North Carolina
$265K 1,820 -75 -4%
25 26
27
28 29