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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 Holding Trade Value Shares
Change 		Shares
Change %
VWA
351
Visionary Wealth Advisors
Illinois
$1.24M -$5.49M -41,334 -82%
GCP
352
GSA Capital Partners
United Kingdom
$1.22M +$992K +7,466 +432%
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$1.22M -$8.11K -61 -0.7%
B
354
Barings
North Carolina
$1.21M – – –
BB
355
Busey Bank
Illinois
$1.2M -$122K -917 -9%
AW
356
ACG Wealth
Georgia
$1.2M -$643K -4,841 -35%
AWC
357
Abundance Wealth Counselors
Pennsylvania
$1.19M -$13.8M -103,638 -92%
DWP
358
Destiny Wealth Partners
Florida
$1.19M -$71.1K -535 -6%
CAM
359
Cozad Asset Management
Illinois
$1.18M -$58.7K -442 -5%
KIA
360
KCM Investment Advisors
California
$1.18M -$2.66K -20 -0.2%
AP
361
Agilis Partners
Massachusetts
$1.16M -$98.7K -743 -8%
ATC
362
Argent Trust Co
Tennessee
$1.16M +$424K +3,187 +58%
TCM
363
Triumph Capital Management
Colorado
$1.16M +$1.16M +8,519 New
BT
364
Brandywine Trust
Delaware
$1.15M – – –
KWM
365
Kingsview Wealth Management
Oregon
$1.15M -$261K -1,952 -18%
CFGS
366
Concourse Financial Group Securities
Alabama
$1.15M +$47.4K +357 +4%
FEG
367
Financial Enhancement Group
Indiana
$1.15M +$102K +766 +10%
WLIM
368
White Lighthouse Investment Management
Massachusetts
$1.14M -$120K -900 -10%
FGAM
369
Financial Gravity Asset Management
Texas
$1.13M -$383K -2,882 -25%
MFW
370
Mosaic Family Wealth
Missouri
$1.13M +$7.05K +53 +0.6%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$1.13M -$6.11K -46 -0.5%
BCM
372
BlueCrest Capital Management
Jersey
$1.13M +$619K +4,663 +123%
HWMA
373
Heritage Wealth Management (Arizona)
Arizona
$1.12M -$128K -961 -10%
CA
374
Calton & Associates
Florida
$1.11M +$272K +2,033 +32%
TP
375
Tranquility Partners
Tennessee
$1.1M +$61.5K +463 +6%
13 14
15
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