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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 %
TWM
201
Tradition Wealth Management
Minnesota
$6.11M 46,380 +3,632 +8%
Prudential Financial
202
Prudential Financial
New Jersey
$6.08M 44,325 +3,360 +8%
TFA
203
Tranquilli Financial Advisor
New Jersey
$6.06M 46,032 +13,818 +43%
OWA
204
Outlook Wealth Advisors
Texas
$6.05M 45,930 -958 -2%
WAS
205
Wealth Advisory Solutions
Indiana
$6.03M 45,752 +2,539 +6%
MAM
206
Madison Asset Management
Wisconsin
$5.94M 45,071 -511 -1%
CA
207
CGN Advisors
Kansas
$5.94M 45,066 +10,992 +32%
CF
208
Centaurus Financial
California
$5.86M 44,507 +695 +2%
BCI
209
Brinker Capital Investments
Pennsylvania
$5.77M 43,767 -125,543 -74%
MWA
210
Motive Wealth Advisors
Michigan
$5.75M 43,639 +6,846 +19%
WIC
211
Woodmont Investment Counsel
Tennessee
$5.72M 43,414 +85 +0.2%
FS
212
Ferguson Shapiro
Georgia
$5.7M 43,270 +362 +0.8%
CFA
213
Carroll Financial Associates
North Carolina
$5.65M 42,906 +3,331 +8%
KFGK
214
Keystone Financial Group (Kentucky)
Kentucky
$5.31M 40,300 +246 +0.6%
FSA
215
Financial Sense Advisors
California
$5.29M 40,153 -306 -0.8%
BWM
216
BCGM Wealth Management
Indiana
$5.18M 36,523 -722 -2%
RPSA
217
Richard P. Slaughter Associates
Texas
$5.15M 39,117 -31,522 -45%
GVAG
218
Great Valley Advisor Group
Delaware
$5.15M 39,071 +7,106 +22%
IFWM
219
Institute for Wealth Management
Colorado
$5.06M 38,381 -334 -0.9%
WP
220
WealthSource Partners
California
$5.05M 38,297 -1,853 -5%
BRWA
221
B. Riley Wealth Advisors
Florida
$4.95M 37,563 +2,289 +6%
GP
222
Geneva Partners
Wisconsin
$4.93M 37,384 +4,365 +13%
SGI
223
Summit Global Investments
Utah
$4.82M 36,603 -5,148 -12%
WCG
224
Wall Capital Group
Arizona
$4.8M 36,416 -240 -0.7%
OPS
225
Orion Portfolio Solutions
Nebraska
$4.73M 35,929 +2,020 +6%
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