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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 Market Value Shares Shares
Change 		Shares
Change %
SFM
476
Signet Financial Management
New Jersey
$447K 3,362 -1,192 -26%
NEIRG
477
New England Investment & Retirement Group
Massachusetts
$445K 3,349 +738 +28%
IA
478
IFG Advisory
Georgia
$444K 3,347 -639 -16%
LA
479
LVW Advisors
New York
$440K 3,314 -188 -5%
RC
480
RegentAtlantic Capital
New Jersey
$439K 3,305 -271 -8%
VWA
481
V Wealth Advisors
Kansas
$436K 3,282 +3,282 New
KWM
482
Keebeck Wealth Management
Illinois
$433K 3,258 +3,258 New
RSWM
483
Robertson Stephens Wealth Management
California
$431K 3,250 – –
WC
484
Whitney & Co
New York
$423K 3,182 +1 +0%
FSA
485
Fort Sheridan Advisors
Illinois
$419K 3,156 +826 +35%
OWA
486
Octavia Wealth Advisors
Ohio
$407K 3,065 -343 -10%
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$407K 3,063 +10 +0.3%
TC
488
Telemus Capital
Michigan
$402K 3,028 +790 +35%
LFAS
489
Level Four Advisory Services
Texas
$401K 3,020 -13,437 -82%
AP
490
Advisor Partners
California
$400K 3,010 +10 +0.3%
PCIG
491
Partners Capital Investment Group
Massachusetts
$399K 3,000 – –
FDCC
492
Foster Dykema Cabot & Co
Massachusetts
$397K 2,991 – –
VSWA
493
Vontobel Swiss Wealth Advisors
Switzerland
$394K 3,195 -19 -0.6%
NIC
494
Northwest Investment Counselors
Oregon
$392K 2,951 – –
AL
495
Aspiriant LLC
California
$390K 2,937 -2,526 -46%
MWM
496
Minot Wealth Management
Massachusetts
$390K 2,877 – –
TW
497
TrinityPoint Wealth
Connecticut
$381K 2,868 +492 +21%
PCM
498
Parsons Capital Management
Rhode Island
$378K 2,847 -175 -6%
ICG
499
InterOcean Capital Group
Tennessee
$378K 2,844 – –
IWP
500
Icon Wealth Partners
Texas
$373K 2,808 – –
18 19
20
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