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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 %
CGFA
126
Colton Groome Financial Advisors
North Carolina
$14M 106,039 +39,319 +59%
MPW
127
MA Private Wealth
California
$13.8M 104,763 -462 -0.4%
MCA
128
Magnolia Capital Advisors
Mississippi
$13.5M 102,830 -2,205 -2%
WFA
129
Wells Financial Advisors
Massachusetts
$13.5M 102,483 -685 -0.7%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$13.4M 101,618 -17,320 -15%
MFG
131
Monumental Financial Group
Maryland
$13.2M 100,010 +6,297 +7%
IB
132
Intrust Bank
Kansas
$13.1M 99,528 -1,752 -2%
WWM
133
Wiser Wealth Management
Georgia
$13.1M 99,496 +10,148 +11%
Cerity Partners
134
Cerity Partners
New York
$13.1M 99,328 -1,814 -2%
FWIA
135
Fort Washington Investment Advisors
Ohio
$13.1M 99,287 +6,341 +7%
CAN
136
Cetera Advisor Networks
California
$13M 98,629 +5,527 +6%
EFL
137
ERn Financial LLC
Wisconsin
$12.8M 97,050 -3,155 -3%
KAS
138
Kestra Advisory Services
Texas
$12.3M 93,281 +7,705 +9%
ASW
139
Astoria Strategic Wealth
Texas
$12.2M 92,415 +46,099 +100%
TWM
140
Trinity Wealth Management
Pennsylvania
$12.1M 92,002 +1,456 +2%
FA
141
Fortis Advisors
Pennsylvania
$11.5M 159,150 +14,342 +10%
Goldman Sachs
142
Goldman Sachs
New York
$11.5M 86,977 +79,445 +1,055%
PA
143
Prism Advisors
California
$11.5M 86,954 +27,184 +45%
LIA
144
LS Investment Advisors
Michigan
$11.4M 86,663 +3,449 +4%
AWAG
145
ARS Wealth Advisors Group
Florida
$11.1M 83,994 +83,994 New
SFS
146
Sowell Financial Services
Arkansas
$11M 83,672 -372 -0.4%
CAL
147
Capital Advisors Ltd
Ohio
$11M 83,390 +1,059 +1%
TFA
148
Tobias Financial Advisors
Florida
$10.9M 82,876 +3,256 +4%
RPCA
149
Running Point Capital Advisors
California
$10.9M 82,832 +749 +0.9%
PA
150
Parallel Advisors
California
$10.8M 82,081 -8,226 -9%
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