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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 %
TFGT
701
TS Financial Group (TSFG)
Illinois
$38K 288 – –
M
702
MOTCO
Texas
$35K 263 +84 +47%
AC
703
AlphaCore Capital
California
$32K 241 +241 New
WWM
704
Wagner Wealth Management
South Carolina
$31K 217 +1 +0.5%
SQA
705
Simon Quick Advisors
New Jersey
$30K 230 – –
PAI
706
Pittenger & Anderson Inc
Nebraska
$29K 218 – –
TWA
707
TCI Wealth Advisors
Arizona
$29K 217 +61 +39%
TH
708
TCTC Holdings
Texas
$28K 215 – –
BW
709
Bison Wealth
Georgia
$27K 205 – –
FWP
710
FAS Wealth Partners
Kansas
$27K 203 +1 +0.5%
SNT
711
Security National Trust
West Virginia
$26K 194 – –
CBT
712
CoreFirst Bank & Trust
Kansas
$26K 198 – –
HA
713
Herold Advisors
New York
$26K 200 +200 New
SAM
714
Strategic Asset Management
Minnesota
$23K 169 +169 New
JWM
715
Jackson Wealth Management
Florida
$23K 13,999 +13,999 New
GWSG
716
GPS Wealth Strategies Group
Colorado
$22K 167 +1 +0.6%
MAM
717
Meeder Asset Management
Ohio
$22K 166 +58 +54%
CTB
718
Country Trust Bank
Illinois
$22K 167 +83 +99%
TCWA
719
Ten Capital Wealth Advisors
Washington
$21K 160 +160 New
SCA
720
Stonebridge Capital Advisors
Minnesota
$20K 152 -1,123 -88%
HWA
721
HHM Wealth Advisors
Tennessee
$18K 135 – –
CFO
722
CVA Family Office
Colorado
$17K 161 -305 -65%
CFN
723
Cordasco Financial Network
Florida
$17K 128 – –
IAS
724
IMA Advisory Services
Colorado
$16K 119 – –
KFI
725
Key Financial Inc
Pennsylvania
$16K 118 – –
27 28
29
30 31