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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 %
CG
101
CFO4Life Group
Texas
$20M 151,687 +3,347 +2%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$19.8M 149,990 +22,335 +17%
WCG
103
Weaver Consulting Group
California
$19.3M 146,807 +6,028 +4%
DLIC
104
Daido Life Insurance Company
Japan
$19.2M 145,814 – –
PP
105
Palladium Partners
Virginia
$19.1M 144,968 -1,060 -0.7%
CA
106
Centerpoint Advisors
Massachusetts
$18.3M 139,209 +2,968 +2%
SWA
107
Sax Wealth Advisors
New Jersey
$17.7M 134,180 +2,282 +2%
BCM
108
Brookstone Capital Management
Illinois
$17.6M 131,791 +27,328 +26%
ACM
109
Armbruster Capital Management
New York
$17.6M 133,477 +2,543 +2%
RWP
110
Reliant Wealth Planning
Kentucky
$17.4M 132,215 +1,674 +1%
SRC
111
Shufro Rose & Co
New York
$17.1M 130,125 -2,518 -2%
OWM
112
Orgel Wealth Management
Wisconsin
$16.9M 128,544 +18,399 +17%
RCA
113
Resonant Capital Advisors
Wisconsin
$16.9M 128,353 +128,353 New
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$16.9M 128,343 -58,920 -31%
KIM
115
Karpus Investment Management
New York
$16.7M 126,438 +118,388 +1,471%
MWP
116
Meridian Wealth Partners
Pennsylvania
$16.5M 125,323 -1,477 -1%
SP
117
Symmetry Partners
Connecticut
$16.3M 123,335 +15,137 +14%
FG
118
Foster Group
Iowa
$15.6M 118,082 +45,391 +62%
BWA
119
BDO Wealth Advisors
Florida
$15.4M 116,665 +4,273 +4%
AF
120
Apexium Financial
Texas
$15.3M 115,798 +5,023 +5%
PWMAG
121
Pinnacle Wealth Management Advisory Group
New Jersey
$14.9M 113,206 +3,373 +3%
HCP
122
Holt Capital Partners
Texas
$14.5M 109,848 +7,134 +7%
Bank Julius Baer & Co
123
Bank Julius Baer & Co
Switzerland
$14.4M 109,364 +106,301 +3,470%
Truist Financial
124
Truist Financial
North Carolina
$14.4M 109,400 +4,466 +4%
SCM
125
Stonehearth Capital Management
Massachusetts
$14.3M 108,336 -4,610 -4%
3 4
5
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