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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

765 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 336 increasing their positions, 216 reducing their positions, and 29 closing their positions.

Holders
765
Holders Change
+50
Holders Change %
+6.99%
% of All Funds
13.44%
Holding in Top 10
112
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.8%
% of All Funds
1.97%
New
91
Increased
336
Reduced
216
Closed
29
Calls
$27.8M
Puts
$1.78M
Net Calls
+$26M
Net Calls Change
-$25.9M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$178M
2
B
2
Barings
North Carolina
$90M
3
HI
3
Horizon Investments
North Carolina
$243M
4
Morgan Stanley
4
Morgan Stanley
New York
$676M
5
Stifel Financial
5
Stifel Financial
Missouri
$78.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$423M
2
AWM
2
AE Wealth Management
Kansas
$27.2M
3
NAM
3
Nissay Asset Management
Japan
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.77M
5
RJA
5
Raymond James & Associates
Florida
$88.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
76
TMD Wealth Management
Arizona
$30.8M 233,760 +17,594 +8%
BFPW
77
BOK Financial Private Wealth
Colorado
$29.6M 224,979 -11,907 -5%
CMO
78
Covenant Multifamily Offices
Texas
$28.5M 215,430 -24,497 -10%
PO
79
Private Ocean
California
$28.5M 216,416 +56,586 +35%
PS
80
Portfolio Strategies
New York
$28.3M 215,204 +215,204 New
SPIA
81
Strategic Point Investment Advisors
Rhode Island
$27.9M 212,024 -1,493 -0.7%
AWM
82
AE Wealth Management
Kansas
$27.2M 206,405 -420,403 -67%
SW
83
SVB Wealth
Massachusetts
$27.1M 205,688 +7,825 +4%
CIAS
84
Capital Investment Advisory Services
North Carolina
$25.8M 195,660 +11,475 +6%
SWP
85
Summit Wealth Partners
Florida
$25.5M 193,555 +4,872 +3%
BCA
86
Berman Capital Advisors
Georgia
$25.4M 192,967 -63 -0%
IWS
87
Insight Wealth Strategies
California
$25M 190,035 -4,211 -2%
AIP
88
Almanack Investment Partners
Pennsylvania
$24.8M 188,481 +80,095 +74%
5L
89
55I LLC
Massachusetts
$24.7M 187,247 +38,963 +26%
HCM
90
Hengehold Capital Management
Ohio
$24.5M 185,623 -23,489 -11%
SWMG
91
Sanchez Wealth Management Group
Florida
$24.1M 183,148 +4,797 +3%
SFI
92
SPC Financial Inc
Maryland
$23.7M 180,019 +12,720 +8%
PAG
93
Private Advisor Group
New Jersey
$23.3M 177,143 +14,616 +9%
TWA
94
Tillar-Wenstrup Advisors
Ohio
$22.9M 174,075 +12,179 +8%
GWAG
95
Garrett Wealth Advisory Group
Texas
$22.9M 173,609 -2,773 -2%
BAAM
96
Baker Avenue Asset Management
California
$22.9M 173,472 -3,286 -2%
KCM
97
Kathmere Capital Management
Pennsylvania
$22.7M 172,213 -1,249 -0.7%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.5M 170,891 -43,299 -20%
JPG
99
Jordan Park Group
California
$21.7M 164,977 +164,977 New
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$21.3M 161,625 +26,080 +19%
2 3
4
5 6