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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 %
SQA
801
Simon Quick Advisors
New Jersey
$33K 230 – –
JWA
802
JFS Wealth Advisors
Pennsylvania
$33K 229 +148 +183%
PAI
803
Pittenger & Anderson Inc
Nebraska
$32K 218 – –
WWM
804
Wagner Wealth Management
South Carolina
$32K 218 +1 +0.5%
TH
805
TCTC Holdings
Texas
$31K 215 – –
FWP
806
FAS Wealth Partners
Kansas
$30K 203 – –
SMFG
807
Sumitomo Mitsui Financial Group
Japan
$29K 200 -318 -61%
CBT
808
CoreFirst Bank & Trust
Kansas
$29K 198 – –
AWM
809
Accel Wealth Management
Iowa
$29K 198 +198 New
GWSG
810
GPS Wealth Strategies Group
Colorado
$24K 167 – –
CTB
811
Country Trust Bank
Illinois
$24K 167 – –
MBFW
812
Morton Brown Family Wealth
Pennsylvania
$24K 165 +165 New
MSFP
813
Mark Sheptoff Financial Planning
Connecticut
$24K 166 +166 New
ZB
814
Zions Bancorporation
Utah
$24K 167 +167 New
TCWA
815
Ten Capital Wealth Advisors
Washington
$23K 160 – –
RCM
816
Raleigh Capital Management
North Carolina
$23K 155 +155 New
MAM
817
Meeder Asset Management
Ohio
$22K 153 -13 -8%
HWA
818
HHM Wealth Advisors
Tennessee
$20K 135 – –
FAG
819
Fortitude Advisory Group
Washington
$20K 140 +140 New
CFN
820
Cordasco Financial Network
Florida
$19K 128 – –
HI
821
Hudock Inc
Pennsylvania
$18K 127 +72 +131%
AA
822
Ancora Advisors
Ohio
$17K 117 – –
KFI
823
Key Financial Inc
Pennsylvania
$17K 118 – –
CSB
824
City State Bank
Iowa
$17K 114 +114 New
CWM
825
Curi Wealth Management
North Carolina
$16K 116 +116 New
31 32
33
34 35