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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 %
WA
426
Winfield Associates
Ohio
$708K -$532 -4 -0.1%
MWM
427
Mascoma Wealth Management
New Hampshire
$687K +$82.4K +620 +14%
LNC
428
Lincoln National Corp
Pennsylvania
$682K +$5.05K +38 +0.7%
PPW
429
Pasadena Private Wealth
California
$674K +$54.9K +413 +9%
RMAM
430
Raab & Moskowitz Asset Management
New Jersey
$659K +$25.5K +192 +4%
LFG
431
Larson Financial Group
Missouri
$657K +$109K +824 +20%
First Trust Advisors
432
First Trust Advisors
Illinois
$655K -$1.95M -14,700 -75%
AllianceBernstein
433
AllianceBernstein
Tennessee
$650K +$650K +4,890 New
SC
434
Soundwatch Capital
Connecticut
$638K -$648K -4,873 -50%
MMM
435
Mendel Money Management
Illinois
$635K +$58.3K +439 +10%
CBFP
436
Cedar Brook Financial Partners
Ohio
$631K -$240K -1,804 -28%
SG
437
StoneX Group
New York
$630K +$3.06K +23 +0.5%
CTA
438
Colonial Trust Advisors
South Carolina
$628K +$3.32K +25 +0.5%
WFA
439
Wipfli Financial Advisors
Wisconsin
$621K – – –
PWM
440
Paulson Wealth Management
Illinois
$612K – – –
BTW
441
Boston Trust Walden
Massachusetts
$602K – – –
SXL
442
Summit X LLC
Missouri
$593K -$26.7K -202 -4%
OC
443
Oppenheimer & Co
New York
$593K +$172K +1,297 +41%
HB
444
Homrich & Berg
Georgia
$583K -$151K -1,137 -21%
CWA
445
Centennial Wealth Advisory
Michigan
$583K +$220K +1,659 +61%
AIC
446
Ayalon Insurance Company
Israel
$575K -$9.35K -70 -2%
RIM
447
Regent Investment Management
Kentucky
$570K -$18.1K -136 -3%
D
448
Diversified
Delaware
$568K +$5.18K +39 +0.9%
FTS
449
Fifth Third Securities
Ohio
$563K +$26.7K +201 +5%
MFW
450
Meristem Family Wealth
Minnesota
$558K – – –
16 17
18
19 20