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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MMA
326
Miracle Mile Advisors
California
$1.59M -$122K -919 -7%
9WM
327
9258 Wealth Management
Ohio
$1.59M – – –
HIM
328
HawsGoodwin Investment Management
Tennessee
$1.57M -$916K -6,898 -37%
Northern Trust
329
Northern Trust
Illinois
$1.55M +$575K +4,325 +59%
ACA
330
Ackerman Capital Advisors
Texas
$1.53M -$7.95M -59,853 -84%
CWM
331
Cornerstone Wealth Management
Missouri
$1.52M -$44.1K -332 -3%
MWM
332
Mattern Wealth Management
Kansas
$1.51M +$11.1K +83 +0.7%
TFM
333
TFC Financial Management
Massachusetts
$1.51M -$13.8K -104 -0.9%
PAMG
334
Patton Albertson Miller Group
Tennessee
$1.51M -$172K -1,296 -10%
NFC
335
Northeast Financial Consultants
Connecticut
$1.49M +$970K +7,302 +185%
PCA
336
Peddock Capital Advisors
Massachusetts
$1.47M +$260K +1,890 +21%
BAM
337
Belpointe Asset Management
Nevada
$1.46M +$7.18K +54 +0.5%
Brown Advisory
338
Brown Advisory
Maryland
$1.43M +$11.3K +85 +0.8%
NR
339
Newfound Research
Massachusetts
$1.4M +$96.1K +723 +7%
UWM
340
USAdvisors Wealth Management
Minnesota
$1.33M -$563K -4,239 -30%
CA
341
Corrado Advisors
New Jersey
$1.33M -$30.4K -229 -2%
FPW
342
Flagship Private Wealth
Massachusetts
$1.33M +$185K +1,369 +16%
CL
343
COWA LLC
Oklahoma
$1.33M – – –
PWM
344
Perigon Wealth Management
California
$1.3M +$97.5K +734 +8%
EPA
345
Element Pointe Advisors
Florida
$1.3M -$21.6K -160 -2%
AssetMark Inc
346
AssetMark Inc
California
$1.28M -$67.1K -505 -5%
JWBC
347
John W. Brooker & Co
California
$1.27M -$13.9K -105 -1%
NFG
348
Next Financial Group
Texas
$1.25M -$43.7K -329 -3%
CWS
349
Cypress Wealth Services
California
$1.25M -$291K -2,194 -19%
WP
350
WealthShield Partners
North Carolina
$1.24M +$83.3K +627 +7%
12 13
14
15 16