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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 %
Millennium Management
876
Millennium Management
New York
– – -2,908 Closed
SIM
877
Stratos Investment Management
Ohio
– – -2,698 Closed
HW
878
Hancock Whitney
Mississippi
– – -2,668 Closed
Principal Financial Group
879
Principal Financial Group
Iowa
– – -2,456 Closed
WSFS
880
Wilmington Savings Fund Society
Delaware
– – -2,063 Closed
PBF
881
Petix & Botte Financial
California
– – -2,031 Closed
Chevy Chase Trust
882
Chevy Chase Trust
Maryland
– – -2,026 Closed
MKA
883
M. Kulyk & Associates
Georgia
– – -1,947 Closed
NAG
884
Northstar Advisory Group
New Jersey
– – -1,932 Closed
FSA
885
Financial Services Advisory
Maryland
– – -1,735 Closed
BOS
886
Bingham Osborn & Scarborough
California
– – -1,630 Closed
BC
887
Bartlett & Co
Ohio
– – -838 Closed
BCWM
888
Bartlett & Co Wealth Management
Ohio
– – -838 Closed
LWM
889
Liberty Wealth Management
California
– – -437 Closed
AWA
890
Arkadios Wealth Advisors
Georgia
– – -401 Closed
BHWM
891
Bay Harbor Wealth Management
Maryland
– – -356 Closed
LDFR
892
Lehman & Derafelo Financial Resources
Pennsylvania
– – -346 Closed
HFS
893
Hantz Financial Services
Michigan
– – -318 Closed
CFA
894
Cahill Financial Advisors
Minnesota
– – -300 Closed
AC
895
AlphaCore Capital
California
– – -241 Closed
TWA
896
TCI Wealth Advisors
Arizona
– – -217 Closed
BW
897
Bison Wealth
Georgia
– – -205 Closed
HA
898
Herold Advisors
New York
– – -200 Closed
SAM
899
Strategic Asset Management
Minnesota
– – -169 Closed
IF
900
Ironwood Financial
Arizona
– – -114 Closed
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