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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 %
CWM
276
Cabot Wealth Management
Massachusetts
$2.87M 21,620 +1,216 +6%
FAM
277
Formidable Asset Management
Ohio
$2.81M 20,900 -29,412 -58%
LWM
278
Lionsbridge Wealth Management
Florida
$2.76M 20,796 +1,434 +7%
SWM
279
Sugarloaf Wealth Management
Georgia
$2.7M 20,340 +20,015 +6,158%
SCA
280
Snowden Capital Advisors
New York
$2.69M 20,258 +459 +2%
AFP
281
Ausdal Financial Partners
Iowa
$2.68M 20,192 -1,249 -6%
HC
282
Hoese & Co
Minnesota
$2.64M 19,860 +5,205 +36%
CG
283
Cutler Group
California
$2.62M 19,700 +2,400 +14%
Citigroup
284
Citigroup
New York
$2.57M 19,372 -9,315 -32%
WS
285
Wedbush Securities
California
$2.57M 19,318 -1,294 -6%
DP
286
Denver PWM
Colorado
$2.53M 19,008 +19,008 New
HTC
287
Hershey Trust Company
Pennsylvania
$2.53M 19,026 – –
RJT
288
Raymond James Trust
Florida
$2.51M 18,919 +4,028 +27%
PFA
289
Pure Financial Advisors
California
$2.47M 18,614 +2,660 +17%
TFS
290
TrustCore Financial Services
Tennessee
$2.46M 18,535 +190 +1%
JEST
291
JTC Employer Solutions Trustee
Jersey
$2.42M 18,190 +18,190 New
MIFH
292
Migdal Insurance & Financial Holdings
Israel
$2.4M 18,046 +531 +3%
VWM
293
Venturi Wealth Management
Texas
$2.38M 17,917 +28 +0.2%
DT
294
Diversified Trust
Tennessee
$2.34M 17,599 -6,761 -28%
NW
295
NewEdge Wealth
Pennsylvania
$2.34M 17,579 +652 +4%
DWMG
296
DB Wealth Management Group
California
$2.33M 17,565 -6,860 -28%
FHA
297
Flagship Harbor Advisors
Massachusetts
$2.33M 17,502 -6,922 -28%
LFS
298
Lutz Financial Services
Nebraska
$2.3M 17,324 +17,324 New
ASN
299
Advisory Services Network
Georgia
$2.29M 17,261 +651 +4%
AWA
300
Acorn Wealth Advisors
Michigan
$2.29M 17,231 +15 +0.1%
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