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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 %
LW
701
Linscomb Wealth
Texas
$229K 1,572 – –
ACS
702
Archford Capital Strategies
Illinois
$226K 1,550 -250 -14%
MCM
703
Murphy Capital Management
New Jersey
$226K 1,555 +1,555 New
FRA
704
Frank Rimerman Advisors
California
$226K 1,551 – –
CAM
705
Cidel Asset Management
Ontario, Canada
$225K 1,545 – –
V
706
Veritable
Delaware
$224K 1,538 +5 +0.3%
LA
707
LVW Advisors
New York
$223K 1,535 -78 -5%
CL
708
CPWM LLC
Washington
$223K 1,691 – –
LA
709
Legacy Advisors
Pennsylvania
$223K 1,534 +1,534 New
IF
710
Integrity Financial
Wyoming
$221K 1,521 +1,521 New
HNB
711
Huntington National Bank
Ohio
– – – –
BEAM
712
Baker Ellis Asset Management
Washington
$218K 1,500 +1,500 New
SFC
713
SYM Financial Corp
Indiana
$217K 1,494 -409 -21%
RFC
714
Regions Financial Corp
Alabama
$217K 1,494 +1,494 New
CPIG
715
Chicago Partners Investment Group
Illinois
$215K 1,656 – –
BCM
716
BTR Capital Management
California
$213K 1,463 +1,463 New
CWM
717
Consultiva Wealth Management
Puerto Rico
$212K 1,458 – –
PFO
718
Pathstone Family Office
New Jersey
$212K 1,455 +1,455 New
QC
719
Quent Capital
New York
$211K 1,450 +1,450 New
CPW
720
Catalyst Private Wealth
California
$210K 1,443 +1,443 New
WMA
721
Wealth Management Associates
New Jersey
$209K 1,434 +1,434 New
IRC
722
Investors Research Corp
Georgia
$208K 1,429 +371 +35%
FWM
723
Fairhaven Wealth Management
Illinois
$207K 1,421 +1,421 New
AWA
724
Archvest Wealth Advisors
California
$205K 1,410 +1,410 New
KCPG
725
Kavar Capital Partners Group
Kansas
$204K 1,403 -171 -11%
27 28
29
30 31