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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

715 hedge funds and large institutions have $16.2B invested in iShares MSCI USA Quality Factor ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 242 reducing their positions, and 36 closing their positions.

Holders
715
Holders Change
+29
Holders Change %
+4.23%
% of All Funds
12.48%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.78%
New
73
Increased
290
Reduced
242
Closed
36
Calls
$55M
Puts
$3.08M
Net Calls
+$51.9M
Net Calls Change
+$27.7M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$183M
2
HI
2
Horizon Investments
North Carolina
$158M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
PI
4
PFS Investments
Georgia
$92.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$607M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$41.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
USAA
3
United Services Automobile Association
Texas
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M
5
Wells Fargo
5
Wells Fargo
California
$720M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$4.48M 33,714 -146 -0.4%
SWA
227
Stratos Wealth Advisors
Ohio
$4.46M 33,567 +12,340 +58%
GP
228
Geneva Partners
Wisconsin
$4.39M 33,019 -209 -0.6%
TFA
229
Tranquilli Financial Advisor
New Jersey
$4.28M 32,214 +32,214 New
LNB
230
Ledyard National Bank
$4.23M 31,825 -1,249 -4%
FF
231
FourThought Financial
Florida
$4.2M 31,576 +8,913 +39%
AF
232
Advisornet Financial
Minnesota
$4.06M 30,581 +2,260 +8%
VIM
233
Vista Investment Management
Pennsylvania
$4M 30,089 +55 +0.2%
Creative Planning
234
Creative Planning
Kansas
$3.97M 29,880 +9,810 +49%
IWM
235
IHT Wealth Management
Illinois
$3.96M 29,813 -506 -2%
GVAG
236
Great Valley Advisor Group
Delaware
$3.95M 31,965 +5,070 +19%
Jane Street
237
Jane Street
New York
$3.93M 29,572 +27,683 +1,465%
SW
238
SlateStone Wealth
Florida
$3.9M 29,347 -1,649 -5%
FFS
239
Founders Financial Securities
Maryland
$3.84M 28,866 +26,620 +1,185%
SB
240
Strategic Blueprint
Georgia
$3.79M 28,534 -2,892 -9%
CCA
241
Column Capital Advisors
Indiana
$3.77M 28,373 +120 +0.4%
CWG
242
Cornerstone Wealth Group
North Carolina
$3.69M 27,848 +2,379 +9%
LGA
243
Lebenthal Global Advisors
New York
$3.66M 27,511 +22 +0.1%
PA
244
PFG Advisors
Arizona
$3.65M 27,501 -569 -2%
AWP
245
Ascent Wealth Partners
New York
$3.65M 27,454 -1,868 -6%
JWCA
246
J.W. Cole Advisors
Florida
$3.64M 27,373 +1,976 +8%
SWM
247
Spire Wealth Management
Virginia
$3.63M 27,484 -1,566 -5%
AT
248
Arden Trust
Delaware
$3.62M 27,207 +12,118 +80%
GWM
249
Geneos Wealth Management
Colorado
$3.61M 26,790 -2,107 -7%
MAG
250
MRA Advisory Group
New Jersey
$3.59M 27,023 -2,469 -8%
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