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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 %
AA
726
Ancora Advisors
Ohio
$15K 117 -257 -69%
IF
727
Ironwood Financial
Arizona
$15K 114 – –
COCM
728
Charter Oak Capital Management
New Hampshire
$15K 113 +18 +19%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$14K 103 – –
OSNBOA
730
Old Second National Bank of Aurora
Illinois
$13K 95 – –
ADL
731
Asset Dedication LLC
California
$13K 101 – –
CG
732
Cutler Group
California
$12K 93 -19,607 -100%
JWA
733
JFS Wealth Advisors
Pennsylvania
$11K 81 – –
CAL
734
Capital Analysts LLC
Pennsylvania
$11K 83 – –
AL
735
ADE LLC
Maryland
$11K 80 +80 New
QCG
736
Quadrant Capital Group
Ohio
$10K 73 -177 -71%
JWM
737
Janiczek Wealth Management
Colorado
$10K 76 +76 New
RAM
738
Riggs Asset Management
Pennsylvania
$9K 68 – –
DSC
739
Duncker Streett & Co
Missouri
$9K 72 – –
CTC
740
Central Trust Company
Missouri
$9K 68 +68 New
PCG
741
Private Capital Group
Connecticut
$8K 59 -2 -3%
SL
742
Savior LLC
Massachusetts
$8K 60 – –
FRA
743
Front Row Advisors
California
$8K 59 – –
VNA
744
Valley National Advisers
Pennsylvania
$8K 58 – –
GAM
745
Gemmer Asset Management
California
$8K 60 – –
EWM
746
Edge Wealth Management
New York
$7K 52 – –
SFPG
747
Stonebridge Financial Planning Group
Florida
$7K 48 +48 New
TAM
748
Townsend Asset Management
North Carolina
$7K 50 +50 New
HI
749
Hudock Inc
Pennsylvania
$7K 55 +55 New
EW
750
Element Wealth
Mississippi
$6K 49 – –
28 29
30
31 32