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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 %
PWMAG
126
Pinnacle Wealth Management Advisory Group
New Jersey
$18M 123,860 +10,654 +9%
BWA
127
BDO Wealth Advisors
Florida
$17.6M 120,853 +4,188 +4%
MPW
128
MA Private Wealth
California
$16.9M 116,201 +11,438 +11%
HCP
129
Holt Capital Partners
Texas
$16.7M 115,063 +5,215 +5%
Truist Financial
130
Truist Financial
North Carolina
$16.4M 112,909 +3,509 +3%
Bank Julius Baer & Co
131
Bank Julius Baer & Co
Switzerland
$16.4M 112,321 +2,957 +3%
AF
132
Apexium Financial
Texas
$16.3M 112,129 -3,669 -3%
WSTAM
133
Wilbanks Smith & Thomas Asset Management
Virginia
$15.8M 108,708 -19,635 -15%
SF
134
Symphony Financial
Texas
$15.3M 105,431 +31,068 +42%
MCA
135
Magnolia Capital Advisors
Mississippi
$15.2M 104,551 +1,721 +2%
WWM
136
Wiser Wealth Management
Georgia
$15.1M 103,662 +4,166 +4%
MFG
137
Monumental Financial Group
Maryland
$14.9M 102,350 +2,340 +2%
SCM
138
Stonehearth Capital Management
Massachusetts
$14.7M 100,877 -7,459 -7%
CSWG
139
Cardinal Strategic Wealth Guidance
Kentucky
$14.6M 100,416 +23,111 +30%
JPG
140
Jordan Park Group
California
$14.5M 99,793 -65,184 -40%
Goldman Sachs
141
Goldman Sachs
New York
$14.5M 99,629 +12,652 +15%
IB
142
Intrust Bank
Kansas
$14.4M 98,662 -866 -0.9%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$14.2M 97,368 -4,250 -4%
Cerity Partners
144
Cerity Partners
New York
$14M 96,283 -3,045 -3%
ASW
145
Astoria Strategic Wealth
Texas
$13.9M 95,823 +3,408 +4%
EFL
146
ERn Financial LLC
Wisconsin
$13.9M 95,548 -1,502 -2%
UWPG
147
Ullmann Wealth Partners Group
Florida
$13.9M 95,488 +14,831 +18%
TWM
148
Trinity Wealth Management
Pennsylvania
$13.9M 95,300 +3,298 +4%
PA
149
Prism Advisors
California
$13.8M 94,838 +7,884 +9%
SFS
150
Sowell Financial Services
Arkansas
$13.6M 93,227 +9,555 +11%
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