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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 %
JIC
51
Johnson Investment Counsel
Ohio
$60.3M 414,105 -862 -0.2%
DADC
52
D.A. Davidson & Co
Montana
$59.8M 410,548 +2,378 +0.6%
TWM
53
Thrive Wealth Management
Pennsylvania
$58.2M 399,935 +399,935 New
AWE
54
Avidian Wealth Enterprises
Texas
$57.8M 397,369 +85,828 +28%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$56.4M 387,460 +12,861 +3%
SC
56
Schoolcraft Capital
Colorado
$54.8M 376,347 +21,394 +6%
B
57
Barings
North Carolina
$49.2M 337,968 -345,223 -51%
EWM
58
Empirical Wealth Management
Washington
$48.4M 332,752 +18,478 +6%
WDL
59
Well Done LLC
Michigan
$48.3M 332,035 +1,308 +0.4%
HFS
60
Howard Financial Services
Texas
$46.8M 321,542 +36,076 +13%
HCA
61
Heck Capital Advisors
Wisconsin
$45.6M 313,270 -4,275 -1%
FIG
62
FundX Investment Group
California
$44.6M 306,735 +306,735 New
PA
63
Pinnacle Associates
New York
$44M 301,947 +6,330 +2%
MML Investors Services
64
MML Investors Services
Massachusetts
$42M 288,531 -13,069 -4%
Franklin Resources
65
Franklin Resources
California
$41.9M 287,784 +11,294 +4%
CHP
66
Cable Hill Partners
Oregon
$40.7M 279,703 +13,955 +5%
EH
67
Equitable Holdings
New York
$40.4M 277,791 -8,642 -3%
Two Sigma Investments
68
Two Sigma Investments
New York
$40M 274,600 -109,500 -29%
RW
69
RVW Wealth
California
$39M 267,707 +10,878 +4%
AAS
70
Ameritas Advisory Services
Nebraska
$38.5M 264,760 +264,760 New
TCM
71
TD Capital Management
Tennessee
$37.6M 258,306 +4,282 +2%
TWM
72
TMD Wealth Management
Arizona
$36.5M 250,880 +17,120 +7%
SPIA
73
Steward Partners Investment Advisory
New York
$36.5M 250,658 +3,048 +1%
KIM
74
Karpus Investment Management
New York
$36.5M 250,621 +124,183 +98%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$35.7M 245,368 +4,825 +2%
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