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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 %
RIM
676
Rockbridge Investment Management
New York
$66K 502 – –
TA
677
Tectonic Advisors
Texas
$65K 490 – –
LWM
678
Liberty Wealth Management
California
$58K 437 -450 -51%
AWM
679
AllSquare Wealth Management
New York
$56K 425 – –
AAP
680
Arax Advisory Partners
Colorado
$55K 417 – –
CFB
681
Cullen/Frost Bankers
Texas
$55K 416 – –
CHA
682
Carmichael Hill & Associates
Maryland
$55K 416 – –
S
683
SignatureFD
Georgia
$53K 405 -184 -31%
AWA
684
Arkadios Wealth Advisors
Georgia
$52K 401 -391 -49%
MA
685
MUFG Americas
New York
$51K 388 +388 New
Kayne Anderson Rudnick Investment Management
686
Kayne Anderson Rudnick Investment Management
California
$50K 381 -575 -60%
BWL
687
Bogart Wealth LLC
Virginia
$49K 369 +31 +9%
CCM
688
Covington Capital Management
California
$49K 375 +295 +369%
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$48K 365 – –
BHWM
690
Bay Harbor Wealth Management
Maryland
$47K 356 – –
FPS
691
Fieldpoint Private Securities
Connecticut
$46K 350 – –
LDFR
692
Lehman & Derafelo Financial Resources
Pennsylvania
$46K 346 – –
TAM
693
Tucker Asset Management
Colorado
$46K 324 +274 +548%
AIC
694
Archer Investment Corporation
Indiana
$45.8K 348 +348 New
PFA
695
Professional Financial Advisors
Nebraska
$45K 343 +1 +0.3%
SN
696
Sittner & Nelson
Oregon
$44K 331 +331 New
JFA
697
JNBA Financial Advisors
Minnesota
$43K 323 – –
HFS
698
Hantz Financial Services
Michigan
$42K 318 +318 New
CFA
699
Cahill Financial Advisors
Minnesota
$40K 300 +300 New
LF
700
Lee Financial
Texas
$39K 298 – –
26 27
28
29 30