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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 %
CWP
751
Concord Wealth Partners
Virginia
$132K 906 +906 New
ICM
752
Islay Capital Management
Texas
$127K 870 – –
CCP
753
Clarkston Capital Partners
Michigan
$126K 865 – –
CB
754
CNB Bank
Pennsylvania
$123K 843 – –
CA
755
Clearstead Advisors
Ohio
$123K 845 – –
AWM
756
Avior Wealth Management
Nebraska
$121K 834 +1 +0.1%
HR
757
Howe & Rusling
New York
$118K 813 – –
CPFP
758
Clear Perspectives Financial Planning
Ohio
$115K 791 – –
ST
759
Smithfield Trust
Pennsylvania
$113K 778 – –
ZIG
760
Zullo Investment Group
Pennsylvania
$112K 772 +772 New
LWP
761
Laurel Wealth Planning
Minnesota
$108K 740 -27 -4%
FFWM
762
Future Financial Wealth Management
Ohio
$108K 745 +745 New
EW
763
Evoke Wealth
California
$106K 726 – –
APC
764
Aspire Private Capital
North Carolina
$104K 717 +129 +22%
CT
765
Cambridge Trust
Massachusetts
$104K 713 +713 New
SCA
766
Sandy Cove Advisors
Massachusetts
$103K 705 +705 New
IFAM
767
Institutional & Family Asset Management
Colorado
$102K 702 -30 -4%
UB
768
UMB Bank
Missouri
$102K 700 +700 New
CIA
769
Choate Investment Advisors
Massachusetts
$98K 673 – –
FFA
770
Founders Financial Alliance
North Carolina
$92K 629 – –
AWM
771
Abound Wealth Management
Tennessee
$86.6K 595 +595 New
FPFS
772
First Personal Financial Services
North Carolina
$76K 525 – –
CBT
773
Central Bank & Trust
Kentucky
$76K 524 +524 New
RIM
774
Rockbridge Investment Management
New York
$75K 513 +11 +2%
TA
775
Tectonic Advisors
Texas
$71K 490 – –
29 30
31
32 33