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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 %
AF
751
Arrow Financial
New York
$5K 38 – –
FMII
752
Farmers & Merchants Investments Inc
Nebraska
$5K 37 +37 New
KFS
753
Kelly Financial Services
Massachusetts
$4.9K 37 -4,894 -99%
JHCP
754
Jackson Hole Capital Partners
Oklahoma
$4K 34 – –
AFS
755
Annapolis Financial Services
Maryland
$3K 19 – –
IPW
756
IronBridge Private Wealth
Texas
$3K 25 +4 +19%
PA
757
PSI Advisors
Florida
$3K 24 +24 New
EI
758
Ellevest Inc
New York
$2K 17 +17 New
APWA
759
Atlas Private Wealth Advisors
New Jersey
$2K 18 +18 New
ACA
760
Aptus Capital Advisors
Alabama
$1K 8 -52 -87%
GKWIM
761
Gerber Kawasaki Wealth & Investment Management
California
$1K 1 +1 New
BCMIO
762
Beacon Capital Management Inc (Ohio)
Ohio
$1K 4 +4 New
FMP
763
Financial Management Professionals
Texas
$1K 10 +10 New
WIM
764
Westside Investment Management
California
$36 276 – –
BBHC
765
Brown Brothers Harriman & Co
New York
$36 274 – –
NAM
766
Nissay Asset Management
Japan
– – -219,106 Closed
SAS
767
Sage Advisory Services
Texas
– – -84,047 Closed
JWCA
768
J.W. Cole Advisors
Florida
– – -27,373 Closed
Wolverine Trading
769
Wolverine Trading
Illinois
– – -26,114 Closed
P
770
Palladiem
Pennsylvania
– – -25,146 Closed
EWA
771
Exencial Wealth Advisors
Oklahoma
– – -11,978 Closed
HH
772
Hilltop Holdings
Texas
– – -7,734 Closed
Susquehanna International Group
773
Susquehanna International Group
Pennsylvania
– – -6,868 Closed
SFA
774
Sequoia Financial Advisors
Ohio
– – -5,506 Closed
Citadel Advisors
775
Citadel Advisors
Florida
– – -3,553 Closed
28 29 30
31
32