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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 %
PFBT
826
Parkside Financial Bank & Trust
Missouri
$15K 103 – –
ADL
827
Asset Dedication LLC
California
$15K 101 – –
CAL
828
Capital Analysts LLC
Pennsylvania
$12K 83 – –
JWM
829
Janiczek Wealth Management
Colorado
$11K 76 – –
MP
830
McDonald Partners
Ohio
$10.5K 72 +72 New
ACM
831
Absolute Capital Management
Pennsylvania
$10.5K 72 +72 New
DSC
832
Duncker Streett & Co
Missouri
$10K 72 – –
RAM
833
Riggs Asset Management
Pennsylvania
$10K 68 – –
CTC
834
Central Trust Company
Missouri
$10K 68 – –
FRA
835
Front Row Advisors
California
$9K 59 – –
SL
836
Savior LLC
Massachusetts
$9K 60 – –
PCG
837
Private Capital Group
Connecticut
$9K 59 – –
KSWA
838
Kathleen S. Wright Associates
Pennsylvania
$9K 60 +60 New
FA
839
Faithward Advisors
Pennsylvania
$9K 60 +60 New
SBL
840
Sargent Bickham Lagudis
Colorado
$9K 62 +62 New
BHWM
841
Beaird Harris Wealth Management
Texas
$9K 64 +64 New
EWM
842
Edge Wealth Management
New York
$8K 52 – –
VNA
843
Valley National Advisers
Pennsylvania
$8K 58 – –
EW
844
Element Wealth
Mississippi
$7K 49 – –
TAM
845
Townsend Asset Management
North Carolina
$7K 50 – –
AF
846
Arrow Financial
New York
$6K 38 – –
KFS
847
Kelly Financial Services
Massachusetts
$5.43K 37 – –
JHCP
848
Jackson Hole Capital Partners
Oklahoma
$5K 34 – –
CA
849
Cornerstone Advisory
Maryland
$5K 36 +36 New
FFG
850
Ford Financial Group
California
$4.55K 31,289 -2,868 -8%
32 33
34
35 36