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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 %
IPW
851
IronBridge Private Wealth
Texas
$4K 25 – –
FDCDDQ
852
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.2K 22 +22 New
GAM
853
Gemmer Asset Management
California
$3K 22 -38 -63%
AFS
854
Annapolis Financial Services
Maryland
$3K 19 – –
PA
855
PSI Advisors
Florida
$3K 24 – –
BBPWM
856
Blue Bell Private Wealth Management
Pennsylvania
$3K 18 +18 New
CP
857
Castleview Partners
Texas
$1.77K 258,266 +258,266 New
ACA
858
Aptus Capital Advisors
Alabama
$1K 8 – –
FMP
859
Financial Management Professionals
Texas
$1K 10 – –
FGAM
860
Financial Gravity Asset Management
Texas
$980 7,527 -230 -3%
WIM
861
Westside Investment Management
California
$40 276 – –
BBHC
862
Brown Brothers Harriman & Co
New York
$40 274 – –
QA
863
Quantitative Advantage
Minnesota
– – -237,379 Closed
AIP
864
Almanack Investment Partners
Pennsylvania
– – -188,481 Closed
TFA
865
Tobias Financial Advisors
Florida
– – -82,876 Closed
GM
866
GeoWealth Management
Illinois
– – -58,291 Closed
OWA
867
Outlook Wealth Advisors
Texas
– – -45,930 Closed
GRP
868
Global Retirement Partners
California
– – -34,332 Closed
WI
869
Wintrust Investments
Illinois
– – -23,901 Closed
Jane Street
870
Jane Street
New York
– – -18,172 Closed
YIH
871
Y-Intercept (HK)
Hong Kong
– – -9,617 Closed
SG Americas Securities
872
SG Americas Securities
New York
– – -8,555 Closed
TRCT
873
Tower Research Capital (TRC)
New York
– – -7,849 Closed
Simplex Trading
874
Simplex Trading
Illinois
– – -6,289 Closed
SS
875
Simplicity Solutions
Minnesota
– – -6,045 Closed
33 34
35
36 37