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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 %
CFO
776
CVA Family Office
Colorado
$68K 466 +305 +189%
AAP
777
Arax Advisory Partners
Colorado
$63K 431 +14 +3%
AWM
778
AllSquare Wealth Management
New York
$62K 425 – –
CHA
779
Carmichael Hill & Associates
Maryland
$61K 416 – –
CFB
780
Cullen/Frost Bankers
Texas
$61K 416 – –
S
781
SignatureFD
Georgia
$59K 405 – –
MA
782
MUFG Americas
New York
$59K 405 +17 +4%
Kayne Anderson Rudnick Investment Management
783
Kayne Anderson Rudnick Investment Management
California
$55K 381 – –
CCM
784
Covington Capital Management
California
$55K 375 – –
BWL
785
Bogart Wealth LLC
Virginia
$54K 369 – –
KTC
786
Kistler-Tiffany Companies
Pennsylvania
$53K 365 – –
FPS
787
Fieldpoint Private Securities
Connecticut
$51K 350 – –
AIC
788
Archer Investment Corporation
Indiana
$50.7K 348 – –
PFA
789
Professional Financial Advisors
Nebraska
$50K 344 +1 +0.3%
COCM
790
Charter Oak Capital Management
New Hampshire
$50K 342 +229 +203%
SN
791
Sittner & Nelson
Oregon
$48K 331 – –
TAM
792
Tucker Asset Management
Colorado
$47.3K 324 – –
JFA
793
JNBA Financial Advisors
Minnesota
$47K 323 – –
SCA
794
Stonebridge Capital Advisors
Minnesota
$46K 313 +161 +106%
IAS
795
IMA Advisory Services
Colorado
$45K 312 +193 +162%
LF
796
Lee Financial
Texas
$44K 299 +1 +0.3%
LC
797
Lindbrook Capital
California
$43K 297 +297 New
TFGT
798
TS Financial Group (TSFG)
Illinois
$40K 278 -10 -3%
WB
799
West Bancorporation
Iowa
$38K 264 +264 New
RFA
800
Reilly Financial Advisors
California
$36K 247 +247 New
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32
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