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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 %
NW
201
NewEdge Wealth
Pennsylvania
$8.36M 57,418 +32,969 +135%
Lido Advisors
202
Lido Advisors
California
$8.27M 56,690 +3,390 +6%
PC
203
Permanens Capital
New York
$8.16M 56,067 +56,067 New
Lazard Asset Management
204
Lazard Asset Management
New York
$8.1M 55,673 – –
CFG
205
Compton Financial Group
Maryland
$8.09M 55,587 +672 +1%
SW
206
StrongBox Wealth
Missouri
$8.09M 55,551 +4,075 +8%
NA
207
NewEdge Advisors
Louisiana
$7.84M 53,871 +5,760 +12%
FIA
208
Foundations Investment Advisors
Arizona
$7.81M 55,351 -1,174 -2%
WWM
209
Windsor Wealth Management
Indiana
$7.76M 53,487 +5,146 +11%
HIP
210
HUB Investment Partners
Texas
$7.75M 53,257 -64 -0.1%
CA
211
CoreCap Advisors
Michigan
$7.55M 51,831 +51,831 New
OIA
212
OneDigital Investment Advisors
Kansas
$7.18M 49,354 +84 +0.2%
CF
213
Centaurus Financial
California
$7.18M 49,317 +4,810 +11%
WSWA
214
Warren Street Wealth Advisors
California
$7.15M 49,151 +49,151 New
FMBTD
215
First Midwest Bank Trust Division
Illinois
$6.99M 48,006 -1,142 -2%
BIM
216
Bridges Investment Management
Nebraska
$6.97M 47,880 -400 -0.8%
RF
217
Rollins Financial
Georgia
$6.89M 47,304 +47,304 New
HF
218
HRT Financial
New York
$6.88M 47,276 +47,276 New
MAM
219
Madison Asset Management
Wisconsin
$6.79M 46,618 +1,547 +3%
PLU
220
Performa Ltd (US)
South Carolina
$6.74M 46,306 -349 -0.7%
CIAS
221
CFS Investment Advisory Services
New Jersey
$6.66M 49,149 -2,971 -6%
Prudential Financial
222
Prudential Financial
New Jersey
$6.58M 45,465 +1,140 +3%
TPA
223
Trivium Point Advisory
Connecticut
$6.56M 45,036 -14,902 -25%
CFA
224
Carroll Financial Associates
North Carolina
$6.55M 44,794 +1,888 +4%
MWA
225
Motive Wealth Advisors
Michigan
$6.48M 44,509 +870 +2%
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