QUAL icon

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 %
AWAG
151
ARS Wealth Advisors Group
Florida
$13.1M 89,945 +5,951 +7%
CAL
152
Capital Advisors Ltd
Ohio
$13.1M 89,917 +6,527 +8%
CAN
153
Cetera Advisor Networks
California
$12.9M 88,537 -10,092 -10%
CWG
154
Cornerstone Wealth Group
North Carolina
$12.8M 87,812 +58,755 +202%
IIA
155
IPG Investment Advisors
California
$12.7M 87,370 +11,314 +15%
FA
156
Fortis Advisors
Pennsylvania
$12.6M 175,654 +16,504 +10%
FSA
157
Financial Sense Advisors
California
$12.3M 84,763 +44,610 +111%
BIA
158
Bell Investment Advisors
California
$12M 82,583 +5,496 +7%
WFA
159
Wells Financial Advisors
Massachusetts
$11.7M 80,152 -22,331 -22%
RPCA
160
Running Point Capital Advisors
California
$11.6M 79,643 -3,189 -4%
CFC
161
Client First Capital
California
$11.5M 78,876 +78,876 New
AC
162
ASB Consultores
Florida
$11.2M 77,171 +77,171 New
SAM
163
Silverhawk Asset Management
Arizona
$11.1M 76,533 +76,533 New
VHAM
164
Van Hulzen Asset Management
California
$11.1M 76,493 -1,281 -2%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$10.9M 94,720 +2,260 +2%
DWM
166
Dakota Wealth Management
Florida
$10.9M 74,931 +4,498 +6%
PA
167
Parallel Advisors
California
$10.9M 74,768 -7,313 -9%
KAS
168
Kestra Advisory Services
Texas
$10.8M 74,022 -19,259 -21%
AC
169
Apella Capital
Connecticut
$10.7M 73,733 +23,671 +47%
GP
170
Geneva Partners
Wisconsin
$10.7M 73,184 +35,800 +96%
LF
171
Lantz Financial
Illinois
$10.6M 72,695 -1,260 -2%
IC
172
Inscription Capital
Texas
$10.5M 71,927 +1,028 +1%
PWA
173
Pillar Wealth Advisors
Pennsylvania
$10.4M 71,659 +71,659 New
DE
174
Day & Ennis
Georgia
$10.2M 70,316 -2,623 -4%
TWC
175
TD Waterhouse Canada
Ontario, Canada
$10.2M 66,265 +66,265 New
5 6
7
8 9