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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 %
UWPG
151
Ullmann Wealth Partners Group
Florida
$10.6M 80,657 +17,570 +28%
LCC
152
Lincoln Capital Corp
Rhode Island
$10.3M 78,516 +928 +1%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$10.3M 73,293 +22 +0%
VHAM
154
Van Hulzen Asset Management
California
$10.2M 77,774 +1,390 +2%
CSWG
155
Cardinal Strategic Wealth Guidance
Kentucky
$10.2M 77,305 +1,795 +2%
BIA
156
Bell Investment Advisors
California
$10.2M 77,087 +77,087 New
AWA
157
ARQ Wealth Advisors
Arizona
$10.1M 76,765 +973 +1%
PP
158
Prudential plc
United Kingdom
$10.1M 76,619 +73,189 +2,134%
IIA
159
IPG Investment Advisors
California
$10M 76,056 +283 +0.4%
SF
160
Symphony Financial
Texas
$9.91M 74,363 +6,293 +9%
LF
161
Lantz Financial
Illinois
$9.74M 73,955 -3,520 -5%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$9.72M 92,460 +5,690 +7%
SWP
163
Stratos Wealth Partners
Ohio
$9.63M 73,130 -1,185 -2%
DE
164
Day & Ennis
Georgia
$9.61M 72,939 -1,349 -2%
IC
165
Inscription Capital
Texas
$9.34M 70,899 +70,899 New
DWM
166
Dakota Wealth Management
Florida
$9.28M 70,433 +3,407 +5%
PPWM
167
PFG Private Wealth Management
Florida
$9.26M 70,263 +2,828 +4%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$9.16M 69,505 +11,617 +20%
SI
169
Stephens Inc
Arkansas
$9.15M 69,419 +1,861 +3%
GHA
170
GW Henssler & Associates
Georgia
$9.07M 68,825 +1,952 +3%
WFA
171
Wade Financial Advisory
California
$8.58M 65,138 -4,099 -6%
MBT
172
Montecito Bank & Trust
California
$8.44M 64,087 +159 +0.2%
SWA
173
Stratos Wealth Advisors
Ohio
$8.09M 61,397 +27,830 +83%
TCA
174
Transcend Capital Advisors
New Jersey
$8.08M 57,471 +648 +1%
TPA
175
Trivium Point Advisory
Connecticut
$8.04M 59,938 +24,084 +67%
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7
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