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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 %
TWA
101
Tillar-Wenstrup Advisors
Ohio
$23.4M 160,763 -13,312 -8%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$23.3M 160,126 +160,126 New
CG
103
CFO4Life Group
Texas
$22.8M 156,639 +4,952 +3%
SOMRS
104
State of Michigan Retirement System
Michigan
$22.8M 156,633 -1,197,465 -88%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$22.8M 156,522 +156,522 New
PP
106
Prudential plc
United Kingdom
$22.4M 153,604 +76,985 +100%
WCG
107
Weaver Consulting Group
California
$22M 151,161 +4,354 +3%
PAG
108
Private Advisor Group
New Jersey
$21.9M 150,473 -26,670 -15%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$21.8M 149,761 -229 -0.2%
PP
110
Palladium Partners
Virginia
$21.3M 146,493 +1,525 +1%
DLIC
111
Daido Life Insurance Company
Japan
$21.2M 145,814 – –
SP
112
Symmetry Partners
Connecticut
$21.2M 145,341 +22,006 +18%
EWS
113
Evergreen Wealth Solutions
Pennsylvania
$20.5M 140,712 +140,712 New
BCM
114
Brookstone Capital Management
Illinois
$20.3M 144,427 +12,636 +10%
SWA
115
Sax Wealth Advisors
New Jersey
$20.3M 139,143 +4,963 +4%
ACM
116
Armbruster Capital Management
New York
$20.2M 139,079 +5,602 +4%
RCA
117
Resonant Capital Advisors
Wisconsin
$20.2M 138,662 +10,309 +8%
FWIA
118
Fort Washington Investment Advisors
Ohio
$20.1M 138,356 +39,069 +39%
CA
119
Centerpoint Advisors
Massachusetts
$19.7M 135,651 -3,558 -3%
GWAG
120
Garrett Wealth Advisory Group
Texas
$19.7M 135,374 -38,235 -22%
RWP
121
Reliant Wealth Planning
Kentucky
$19.4M 133,436 +1,221 +0.9%
SRC
122
Shufro Rose & Co
New York
$18.7M 128,235 -1,890 -1%
HSG
123
Helen Stephens Group
Texas
$18.6M 127,965 +127,965 New
FG
124
Foster Group
Iowa
$18.4M 126,606 +8,524 +7%
MWP
125
Meridian Wealth Partners
Pennsylvania
$18.3M 125,435 +112 +0.1%
3 4
5
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