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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
Thrivent Financial for Lutherans
Minnesota
$183M
2
HI
Horizon Investments
North Carolina
$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
4
PI
PFS Investments
Georgia
$92.9M
5
Morgan Stanley
Morgan Stanley
New York
$607M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$41.9M
2
Victory Capital Management
Victory Capital Management
Texas
$0
3
USAA
United Services Automobile Association
Texas
$0
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M
5
Wells Fargo
Wells Fargo
California
$720M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
401
Millennium Management
New York
$874K +$427K +3,218 +96%
JSL
402
JT Stratford LLC
Georgia
$863K -$49.8K -375 -5%
ECM
403
Evergreen Capital Management
Washington
$859K +$1.33K +10 +0.2%
IF
404
Intrua Financial
Texas
$844K +$65.6K +472 +8%
TWM
405
Tolleson Wealth Management
Texas
$832K – – –
SCM
406
SOL Capital Management
Maryland
$826K +$33.9K +255 +4%
FWCM
407
Ferguson Wellman Capital Management
Oregon
$824K – – –
CW
408
CreativeOne Wealth
Kansas
$819K +$819K +6,159 New
4WM
409
4J Wealth Management
Virginia
$817K -$85.7K -645 -9%
WDG
410
Wealth Dimensions Group
Ohio
$814K +$217K +1,636 +36%
Simplex Trading
411
Simplex Trading
Illinois
$809K +$662K +4,984 +451%
SS
412
Simplicity Solutions
Minnesota
$808K +$74K +557 +10%
VAS
413
Vestmark Advisory Solutions
Massachusetts
$798K +$363K +2,730 +83%
BCM
414
Beck Capital Management
Texas
$788K -$1.06K -8 -0.1%
WB
415
WesBanco Bank
West Virginia
$788K +$26.8K +202 +4%
RA
416
RFG Advisory
Alabama
$767K -$5.31K -40 -0.7%
DAS
417
Dynamic Advisor Solutions
Arizona
$761K +$206K +1,553 +37%
SS
418
Sunbelt Securities
Texas
$739K +$457K +3,407 +162%
AWA
419
Alta Wealth Advisors
Massachusetts
$738K +$4.12K +31 +0.6%
ELI
420
Empire Life Investments
Ontario, Canada
$737K -$4.38M -33,000 -86%
SFA
421
Sequoia Financial Advisors
Ohio
$732K +$435K +3,274 +147%
PAS
422
Park Avenue Securities
New York
$718K -$276K -2,075 -28%
BSW
423
Buckingham Strategic Wealth
Missouri
$718K -$90.1K -678 -11%
PPA
424
Parametric Portfolio Associates
Washington
$716K +$145K +1,091 +25%
BPA
425
Beacon Pointe Advisors
California
$713K +$713K +5,365 New
15 16
17
18 19