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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

686 hedge funds and large institutions have $14.6B invested in iShares MSCI USA Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 245 increasing their positions, 289 reducing their positions, and 82 closing their positions.

Holders
686
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
12.08%
Holding in Top 10
101
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.93%
% of All Funds
1.78%
New
71
Increased
245
Reduced
289
Closed
82
Calls
$26.7M
Puts
$2.55M
Net Calls
+$24.2M
Net Calls Change
-$1.31M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$386M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.43B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$35.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$19.5M
5
CPO
5
Cerity Partners OCIO
New York
$157M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$720M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
RBA
3
Richard Bernstein Advisors
New York
$343M
4
Ameriprise
4
Ameriprise
Minnesota
$690M
5
BlackRock
5
BlackRock
New York
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Merriman Wealth Management
Washington
$97M +$16.9M +138,471 +21%
Osaic Holdings
27
Osaic Holdings
Arizona
$96.4M -$26.8M -220,258 -22%
RJA
28
Raymond James & Associates
Florida
$95.1M +$3.47M +28,475 +4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$86.4M -$2.93M -24,066 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$78.1M -$17.2M -140,864 -18%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$74M -$11.3M -93,017 -13%
HighTower Advisors
32
HighTower Advisors
Illinois
$73.4M +$750K +6,157 +1%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$69.9M -$73.3M -9,662 Closed
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$61M -$16.1M -132,197 -21%
US Bancorp
35
US Bancorp
Minnesota
$59.3M -$9.33M -76,621 -14%
SMA
36
Sage Mountain Advisors
Georgia
$58.2M +$10.8M +88,796 +23%
BDF
37
Balasa Dinverno & Foltz
$58M +$2.56M +20,987 +5%
SFG
38
SNS Financial Group
Minnesota
$56.9M +$3.05M +25,013 +6%
WA
39
Waddell & Associates
Tennessee
$55.8M +$1.2M +9,825 +2%
SC
40
Savant Capital
Illinois
$52.2M +$12.6M +103,257 +32%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$49.6M +$12.4M +102,038 +33%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$47.8M -$43.3M -355,416 -47%
DADC
43
D.A. Davidson & Co
Montana
$47.8M +$2.91M +23,885 +6%
JIC
44
Johnson Investment Counsel
Ohio
$47.7M +$1.43M +11,777 +3%
COF
45
Capital One Financial
Virginia
$47.3M +$3.98M +32,694 +9%
SFA
46
Stewardship Financial Advisors
Georgia
$46.8M +$373K +3,067 +0.8%
CFFP
47
Center for Financial Planning
Michigan
$45.6M +$50.7K +416 +0.1%
AWS
48
AJ Wealth Strategies
New York
$45.2M +$977K +8,019 +2%
SC
49
Schoolcraft Capital
Colorado
$39.7M +$433K +3,558 +1%
WDL
50
Well Done LLC
Michigan
$39.5M -$198K -1,628 -0.5%
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