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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 %
SI
176
Stephens Inc
Arkansas
$10.2M 70,046 +627 +0.9%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$10.1M 75,065 +1,772 +2%
SWP
178
Stratos Wealth Partners
Ohio
$10.1M 69,440 -3,690 -5%
SEM
179
Strategic Equity Management
Arizona
$10.1M 69,329 +69,329 New
LCC
180
Lincoln Capital Corp
Rhode Island
$10.1M 69,123 -9,393 -12%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$9.98M 68,594 -911 -1%
GHA
182
GW Henssler & Associates
Georgia
$9.94M 68,273 -552 -0.8%
DWM
183
Doyle Wealth Management
Florida
$9.82M 67,432 +10,626 +19%
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$9.67M 66,400 +50,200 +310%
TWM
185
Tradition Wealth Management
Minnesota
$9.56M 65,697 +19,317 +42%
AWA
186
ARQ Wealth Advisors
Arizona
$9.54M 65,532 -11,233 -15%
WFA
187
Wade Financial Advisory
California
$9.46M 64,973 -165 -0.3%
MA
188
Mutual Advisors
Nebraska
$9.45M 64,896 +39,834 +159%
MBT
189
Montecito Bank & Trust
California
$9.34M 64,163 +76 +0.1%
FCAG
190
First Capital Advisors Group
New Jersey
$9.09M 62,418 +62,418 New
FHA
191
First Horizon Advisors
Tennessee
$9.05M 62,170 +7,980 +15%
SWA
192
Stratos Wealth Advisors
Ohio
$8.98M 61,657 +260 +0.4%
SIA
193
SkyView Investment Advisors
New Jersey
$8.95M 61,481 +803 +1%
SGI
194
Summit Global Investments
Utah
$8.8M 60,440 +23,837 +65%
CAG
195
Csenge Advisory Group
Florida
$8.72M 65,209 +13,786 +27%
LIA
196
LS Investment Advisors
Michigan
$8.7M 59,788 -26,875 -31%
GSWM
197
Golden State Wealth Management
California
$8.6M 59,077 +1,981 +3%
TCA
198
Transcend Capital Advisors
New Jersey
$8.58M 58,917 +1,446 +3%
HWAM
199
Hennion & Walsh Asset Management
New Jersey
$8.49M 58,338 +1,430 +3%
CGFA
200
Colton Groome Financial Advisors
North Carolina
$8.49M 58,289 -47,750 -45%
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