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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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$198M
2
MWM
2
Merriman Wealth Management
Washington
$212M
3
AWM
3
AE Wealth Management
Kansas
$113M
4
CAM
4
Cresset Asset Management
Illinois
$82.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B

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 %
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$256K 1,760 +69 +4%
BHTS
677
Bar Harbor Trust Services
Maine
$255K 1,749 – –
CRC
678
Curi RMB Capital
Illinois
$254K 1,745 +76 +5%
FCM
679
Firestone Capital Management
Florida
$254K 1,742 +442 +34%
LTI
680
Laffer Tengler Investments
Tennessee
$253K 1,740 – –
NA
681
Nottingham Advisors
New York
$253K 1,739 – –
GIA
682
Goodwin Investment Advisory
Georgia
$252K 1,728 – –
OPCM
683
Osborne Partners Capital Management
California
$250K 1,716 – –
LS
684
Leelyn Smith
Illinois
$250K 1,715 +2 +0.1%
GSIS
685
Global Strategic Investment Solutions
Arizona
$249K 1,710 +10 +0.6%
FLPIM
686
F.L. Putnam Investment Management
Massachusetts
$246K 1,687 -440 -21%
FWM
687
Frontier Wealth Management
Missouri
$246K 1,690 – –
GLA
688
Good Life Advisors
Pennsylvania
$245K 1,683 -1,056 -39%
EWP
689
Engrave Wealth Partners
Texas
$245K 1,684 – –
KFC
690
Klingenstein Fields & Co
New York
$241K 1,658 – –
DC
691
Davenport & Co
Virginia
$241K 1,653 +1,653 New
CA
692
Cambridge Advisors
Nebraska
$240K 1,646 -3 -0.2%
MGIA
693
Moneta Group Investment Advisors
Missouri
$240K 1,649 +1,649 New
IC
694
IEQ Capital
California
$238K 1,637 – –
CWM
695
C2C Wealth Management
Arizona
$238K 1,636 +1,636 New
MFG
696
Magnus Financial Group
New York
$238K 1,637 +1,637 New
KPWS
697
Kestra Private Wealth Services
Texas
$237K 1,630 -30 -2%
CAM
698
Concorde Asset Management
Michigan
$236K 1,622 +6 +0.4%
BWP
699
Baldwin Wealth Partners
Massachusetts
$235K 1,613 – –
CI
700
CX Institutional
Indiana
$232K 1,597 -673 -30%
26 27
28
29 30