QUAL icon

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 %
JG
451
Jefferies Group
New York
$546K 4,107 +955 +30%
LWM
452
Laidlaw Wealth Management
New York
$541K 4,075 +10 +0.2%
William Blair & Company
453
William Blair & Company
Illinois
$538K 4,051 -48 -1%
DS
454
Dudley & Shanley
Florida
$533K 4,012 – –
LJAC
455
L.J. Altfest & Co
New York
$533K 4,014 +28 +0.7%
ANTB
456
AMG National Trust Bank
Colorado
$531K 4,000 – –
CA
457
Continuum Advisory
Idaho
$530K 3,987 – –
LAS
458
Lloyd Advisory Services
Georgia
$528K 3,973 +3,833 +2,738%
SIC
459
Salem Investment Counselors
North Carolina
$525K 3,951 +820 +26%
WWM
460
Wolff Wiese Magana
California
$511K 3,845 – –
PIA
461
Perennial Investment Advisors
California
$510K 3,840 -2,080 -35%
STB
462
S&T Bank
Pennsylvania
$507K 3,818 -4,110 -52%
BOPW
463
Brandywine Oak Private Wealth
Pennsylvania
$497K 3,744 +502 +15%
C1AG
464
Client 1st Advisory Group
Florida
$494K 3,720 -2,824 -43%
BL
465
Balentine LLC
Georgia
$484K 3,639 +1,776 +95%
G
466
GenTrust
Florida
$483K 3,635 – –
PPP
467
Private Portfolio Partners
New Jersey
$478K 3,596 -249 -6%
NEPPG
468
New England Professional Planning Group
Rhode Island
$475K 3,418 +4 +0.1%
Citadel Advisors
469
Citadel Advisors
Florida
$472K 3,553 +381 +12%
HS
470
Horan Securities
United States
$471K 3,545 +1,383 +64%
BS
471
Boenning & Scattergood
Pennsylvania
$461K 3,468 +1,672 +93%
PP
472
Prudential plc
United Kingdom
$456K 3,430 -8,510 -71%
APW
473
Austin Private Wealth
Texas
$455K 3,423 +3,423 New
QAM
474
QCI Asset Management
New York
$452K 3,400 -94 -3%
NF
475
Nikulski Financial
Iowa
$450K 3,324 -430 -11%
17 18
19
20 21