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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 %
SIA
176
SkyView Investment Advisors
New Jersey
$7.99M 60,678 +3,505 +6%
CCP
177
Cardan Capital Partners
Colorado
$7.85M 59,599 -256 -0.4%
GM
178
GeoWealth Management
Illinois
$7.68M 58,291 +58,291 New
GSWM
179
Golden State Wealth Management
California
$7.52M 57,096 +1,135 +2%
HWAM
180
Hennion & Walsh Asset Management
New Jersey
$7.5M 56,908 -1,815 -3%
FIA
181
Foundations Investment Advisors
Arizona
$7.49M 56,525 +4,919 +10%
DWM
182
Doyle Wealth Management
Florida
$7.48M 56,806 +19,275 +51%
Lazard Asset Management
183
Lazard Asset Management
New York
$7.33M 55,673 +55,673 New
CFG
184
Compton Financial Group
Maryland
$7.23M 54,915 +54,915 New
FHA
185
First Horizon Advisors
Tennessee
$7.14M 54,190 +8,271 +18%
FFS
186
Founders Financial Securities
Maryland
$7.06M 53,611 +24,745 +86%
HIP
187
HUB Investment Partners
Texas
$7.02M 53,321 +6,372 +14%
Lido Advisors
188
Lido Advisors
California
$7.02M 53,300 +6,534 +14%
BAM
189
Belpointe Asset Management
Nevada
$6.97M 52,886 +41,876 +380%
CIAS
190
CFS Investment Advisory Services
New Jersey
$6.87M 52,120 +52,120 New
CAG
191
Csenge Advisory Group
Florida
$6.84M 51,423 -13,786 -21%
SW
192
StrongBox Wealth
Missouri
$6.78M 51,476 +1,462 +3%
AC
193
Apella Capital
Connecticut
$6.6M 50,062 +15,652 +45%
OIA
194
OneDigital Investment Advisors
Kansas
$6.49M 49,270 +911 +2%
FMBTD
195
First Midwest Bank Trust Division
Illinois
$6.47M 49,148 -1,791 -4%
WWM
196
Windsor Wealth Management
Indiana
$6.43M 48,341 +960 +2%
SMG
197
Smart Money Group
Texas
$6.37M 48,360 -8,417 -15%
BIM
198
Bridges Investment Management
Nebraska
$6.36M 48,280 -1,782 -4%
NA
199
NewEdge Advisors
Louisiana
$6.34M 48,111 +11,838 +33%
PLU
200
Performa Ltd (US)
South Carolina
$6.15M 46,655 +46,655 New
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