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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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$49.3M 374,599 +210,713 +129%
COF
52
Capital One Financial
Virginia
$49.2M 373,344 -18,136 -5%
SC
53
Schoolcraft Capital
Colorado
$46.8M 354,953 +13,138 +4%
CFFP
54
Center for Financial Planning
Michigan
$44M 333,694 -35,781 -10%
WDL
55
Well Done LLC
Michigan
$43.6M 330,727 -254 -0.1%
PPFA
56
Provida Pension Fund Administrator
Chile
$43.4M 325,817 +143,780 +79%
HCA
57
Heck Capital Advisors
Wisconsin
$41.8M 317,545 +11,630 +4%
EWM
58
Empirical Wealth Management
Washington
$41.4M 314,274 +24,898 +9%
AWE
59
Avidian Wealth Enterprises
Texas
$41M 311,541 +217,389 +231%
MML Investors Services
60
MML Investors Services
Massachusetts
$39.7M 301,600 +46,171 +18%
PA
61
Pinnacle Associates
New York
$38.9M 295,617 +6,155 +2%
AIC
62
Ameritas Investment Company
Nebraska
$38.7M 293,725 +292,895 +35,289%
EH
63
Equitable Holdings
New York
$37.7M 286,433 +14,651 +5%
HFS
64
Howard Financial Services
Texas
$37.6M 285,466 +24,876 +10%
Franklin Resources
65
Franklin Resources
California
$36.4M 276,490 +12,749 +5%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$35.1M 266,200 +214,900 +419%
CHP
67
Cable Hill Partners
Oregon
$35M 265,748 +45,409 +21%
IDA
68
Intelligence Driven Advisers
California
$34.3M 258,927 +9,390 +4%
RW
69
RVW Wealth
California
$34M 256,829 +5,213 +2%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$33.9M 257,191 -11,161 -4%
TCM
71
TD Capital Management
Tennessee
$33.5M 254,024 +5,473 +2%
SPIA
72
Steward Partners Investment Advisory
New York
$32.6M 247,610 +7,824 +3%
SF
73
Synovus Financial
Georgia
$31.8M 241,199 +296 +0.1%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$31.7M 240,543 +19,959 +9%
QA
75
Quantitative Advantage
Minnesota
$31.3M 237,379 +237,379 New
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