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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 %
IA
301
IFP Advisors
Florida
$2.27M 17,078 +1,270 +8%
JBA
302
Johnson Bixby & Associates
Washington
$2.26M 16,436 -1,797 -10%
MIM
303
Macroview Investment Management
Maryland
$2.21M 16,662 -3,581 -18%
AWM
304
Aries Wealth Management
Maine
$2.2M 16,523 -177 -1%
GT
305
Greenleaf Trust
Michigan
$2.19M 16,462 +9,642 +141%
BFC
306
Bedel Financial Consulting
Indiana
$2.19M 16,445 +2,393 +17%
KP
307
Keel Point
Alabama
$2.17M 16,323 +16,323 New
DWA
308
Delos Wealth Advisors
Texas
$2.13M 16,056 +16,056 New
ISG
309
Investment Security Group
Colorado
$2.12M 15,988 -1,147 -7%
NFP
310
Novak Financial Planning
Maryland
$2.11M 15,840 +807 +5%
MWM
311
MBE Wealth Management
Wisconsin
$2.07M 15,555 -78,832 -84%
FCA
312
FinTrust Capital Advisors
South Carolina
$2.07M 15,559 +155 +1%
BFA
313
Beacon Financial Advisory
Ohio
$2.03M 15,280 +2,018 +15%
NSB
314
Norway Savings Bank
Maine
$2.01M 15,128 +602 +4%
CWP
315
CFM Wealth Partners
Texas
$1.91M 14,376 +2,305 +19%
FFBTD
316
First Financial Bank - Trust Division
Ohio
$1.8M 13,509 -995 -7%
AP
317
Adero Partners
California
$1.78M 13,394 -315 -2%
PP
318
Patron Partners
Texas
$1.72M 12,965 -2,697 -17%
Deutsche Bank
319
Deutsche Bank
Germany
$1.71M 12,846 -1,099 -8%
Comerica Bank
320
Comerica Bank
Texas
$1.66M 11,989 +1,485 +14%
GSC
321
G&S Capital
Colorado
$1.65M 12,419 +4,992 +67%
WWP
322
Waypoint Wealth Partners
California
$1.64M 12,370 – –
PIM
323
Provident Investment Management
Michigan
$1.64M 12,337 +2,302 +23%
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$1.63M 12,223 -16,227 -57%
EWA
325
Exencial Wealth Advisors
Oklahoma
$1.59M 11,978 -2,432 -17%
11 12
13
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