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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 %
IDA
76
Intelligence Driven Advisers
California
$34.1M 262,069 +3,142 +1%
PO
77
Private Ocean
California
$34M 233,238 +16,822 +8%
SF
78
Synovus Financial
Georgia
$32.2M 221,257 -19,942 -8%
BFPW
79
BOK Financial Private Wealth
Colorado
$31.8M 218,554 -6,425 -3%
PS
80
Portfolio Strategies
New York
$30.8M 211,854 -3,350 -2%
CFFP
81
Center for Financial Planning
Michigan
$30.6M 210,036 -123,658 -37%
SPIA
82
Strategic Point Investment Advisors
Rhode Island
$30.5M 209,231 -2,793 -1%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$30.4M 209,034 +47,409 +29%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$30M 206,029 -51,162 -20%
CIAS
85
Capital Investment Advisory Services
North Carolina
$29.4M 202,314 +6,654 +3%
5L
86
55I LLC
Massachusetts
$29.2M 200,787 +13,540 +7%
SWP
87
Summit Wealth Partners
Florida
$29M 199,030 +5,475 +3%
WPW
88
Waldron Private Wealth
Pennsylvania
$28.7M 197,040 +161,121 +449%
SW
89
SVB Wealth
Massachusetts
$28M 192,210 -13,478 -7%
SFI
90
SPC Financial Inc
Maryland
$27M 185,625 +5,606 +3%
HCM
91
Hengehold Capital Management
Ohio
$27M 185,598 -25 -0%
IWS
92
Insight Wealth Strategies
California
$25.4M 174,743 -15,292 -8%
SWMG
93
Sanchez Wealth Management Group
Florida
$25.3M 173,680 -9,468 -5%
BAAM
94
Baker Avenue Asset Management
California
$25.2M 172,959 -513 -0.3%
KCM
95
Kathmere Capital Management
Pennsylvania
$25M 171,897 -316 -0.2%
SWA
96
Strategies Wealth Advisors
Michigan
$24.8M 170,690 +170,690 New
Two Sigma Advisers
97
Two Sigma Advisers
New York
$24.5M 168,500 -97,700 -37%
NAM
98
Nissay Asset Management
Japan
$23.8M 163,734 +163,734 New
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.7M 163,006 -7,885 -5%
OWM
100
Orgel Wealth Management
Wisconsin
$23.6M 162,410 +33,866 +26%
2 3
4
5 6