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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 %
Wolverine Trading
251
Wolverine Trading
Illinois
$3.47M 26,114 +16,214 +164%
AI
252
Atria Investments
North Carolina
$3.46M 26,029 +11,691 +82%
DWT
253
Dorsey & Whitney Trust
South Dakota
$3.41M 25,677 +698 +3%
WQ
254
Wealth Quarterback
New Jersey
$3.41M 25,652 +25,652 New
APA
255
American Portfolios Advisors
New York
$3.4M 25,611 +571 +2%
ACG
256
Allen Capital Group
Nebraska
$3.39M 25,535 +5,724 +29%
MA
257
Mutual Advisors
Nebraska
$3.38M 25,437 -32,728 -56%
Mirae Asset Global Investments
258
Mirae Asset Global Investments
South Korea
$3.35M 25,200 -7,200 -22%
P
259
Palladiem
Pennsylvania
$3.34M 25,146 -27,689 -52%
WI
260
Wintrust Investments
Illinois
$3.31M 24,931 -277 -1%
Mariner
261
Mariner
Kansas
$3.17M 23,869 +2,095 +10%
GIA
262
Gladstone Institutional Advisory
Florida
$3.16M 23,760 +21,541 +971%
MCM
263
Mattern Capital Management
Colorado
$3.12M 23,510 +2,792 +13%
CA
264
Cetera Advisors
Colorado
$3.05M 22,979 -38 -0.2%
FAIM
265
Financial Advocates Investment Management
Washington
$3.04M 22,863 +2,807 +14%
MAG
266
Mayfair Advisory Group
Alabama
$3.03M 22,830 +2,381 +12%
BFS
267
Bickling Financial Services
Massachusetts
$3.01M 22,658 -461 -2%
EVM
268
Eaton Vance Management
Massachusetts
$3M 22,561 +2,920 +15%
SPC
269
Sigma Planning Corp
Michigan
$2.98M 22,394 +984 +5%
SFSG
270
Sound Financial Strategies Group
Mississippi
$2.97M 22,373 +20,637 +1,189%
AAS
271
Avantax Advisory Services
Texas
$2.94M 22,114 -891 -4%
TFO
272
Tarbox Family Office
California
$2.94M 22,157 – –
GB
273
Gunma Bank
Japan
$2.92M 22,000 +22,000 New
BA
274
Bristlecone Advisors
Washington
$2.9M 21,821 +261 +1%
HI
275
Harbour Investments
Wisconsin
$2.88M 21,650 +1,665 +8%
9 10
11
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