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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

686 hedge funds and large institutions have $14.6B invested in iShares MSCI USA Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 245 increasing their positions, 289 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
12.08%
Holding in Top 10
101
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.93%
% of All Funds
1.78%
New
71
Increased
245
Reduced
289
Closed
82
Calls
$26.7M
Puts
$2.55M
Net Calls
+$24.2M
Net Calls Change
-$1.31M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$53.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.2M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$35.5M
4
SG Americas Securities
SG Americas Securities
New York
+$19.5M
5
CPO
Cerity Partners OCIO
New York
+$17.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$853M
2
Bank of America
Bank of America
North Carolina
-$321M
3
RBA
Richard Bernstein Advisors
New York
-$200M
4
Ameriprise
Ameriprise
Minnesota
-$194M
5
BlackRock
BlackRock
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
276
Financial Advocates Investment Management
Washington
$2.44M -$28.2K -232 -1%
HI
277
Harbour Investments
Wisconsin
$2.43M +$2.43M +19,985 New
BAM
278
Bruderman Asset Management
New York
$2.43M -$44.2K -363 -2%
TCWM
279
Total Clarity Wealth Management
Illinois
$2.42M -$1.24M -10,198 -34%
ACG
280
Allen Capital Group
Nebraska
$2.41M +$1.7M +13,949 +238%
SCA
281
Snowden Capital Advisors
New York
$2.41M +$93.9K +771 +4%
EVM
282
Eaton Vance Management
Massachusetts
$2.39M +$47.6K +391 +2%
First Trust Advisors
283
First Trust Advisors
Illinois
$2.39M -$445K -3,656 -16%
ICP
284
Interchange Capital Partners
Pennsylvania
$2.36M -$900K -7,223 -28%
LWM
285
Lionsbridge Wealth Management
Florida
$2.36M +$85.8K +705 +4%
BCI
286
Brinker Capital Investments
Pennsylvania
$2.35M -$121K -996 -5%
HTC
287
Hershey Trust Company
Pennsylvania
$2.32M – – –
HIM
288
HawsGoodwin Investment Management
Tennessee
$2.28M -$2.22M -18,241 -49%
TFS
289
TrustCore Financial Services
Tennessee
$2.23M +$64.2K +527 +3%
JBA
290
Johnson Bixby & Associates
Washington
$2.22M -$5.2M -42,683 -70%
VWM
291
Venturi Wealth Management
Texas
$2.18M -$1.37M -11,211 -39%
MIFH
292
Migdal Insurance & Financial Holdings
Israel
$2.13M -$992K -8,149 -32%
CG
293
Cutler Group
California
$2.11M +$2.11M +17,300 New
AWM
294
Aries Wealth Management
Maine
$2.1M +$1.88K +15 +0.1%
AWA
295
Acorn Wealth Advisors
Michigan
$2.1M -$55.2K -453 -3%
ISG
296
Investment Security Group
Colorado
$2.09M – – –
NW
297
NewEdge Wealth
Pennsylvania
$2.06M +$1.67M +13,742 +431%
ASN
298
Advisory Services Network
Georgia
$2.02M -$647K -5,315 -24%
LFAS
299
Level Four Advisory Services
Texas
$2M -$104K -857 -5%
PFA
300
Pure Financial Advisors
California
$1.94M +$578K +4,745 +42%
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