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 %
Chevy Chase Trust
501
Chevy Chase Trust
Maryland
$372K 2,802 -250 -8%
TA
502
TrueWealth Advisors
Alabama
$370K 2,781 -488 -15%
MW
503
Marcum Wealth
Ohio
$366K 2,758 -100 -3%
EL
504
EQ LLC
Washington
$364K 2,738 -120 -4%
Neuberger Berman Group
505
Neuberger Berman Group
New York
$364K 2,736 +2,736 New
ATPW
506
Ashton Thomas Private Wealth
Arizona
$362K 2,723 +2,723 New
DT
507
Daniels + Tansey
Delaware
$361K 2,626 +2,626 New
IFG
508
Investors Financial Group
Minnesota
$360K 2,711 +204 +8%
OPCM
509
Osborne Partners Capital Management
California
$360K 2,713 +487 +22%
BWM
510
BerganKDV Wealth Management
Minnesota
$356K 2,682 – –
CI
511
CX Institutional
Indiana
$355K 2,673 -3,259 -55%
HW
512
Hancock Whitney
Mississippi
$354K 2,668 +2,668 New
OPWM
513
Oxinas Partners Wealth Management
Indiana
$353K 2,655 +139 +6%
CIR
514
Clear Investment Research
Georgia
$347K 2,610 -25 -0.9%
W
515
Wealthquest
Ohio
$343K 2,582 +2,582 New
Principal Financial Group
516
Principal Financial Group
Iowa
$339K 2,553 -309 -11%
WGCA
517
Wolf Group Capital Advisors
Virginia
$337K 2,540 – –
APW
518
Acima Private Wealth
Virginia
$336K 2,530 – –
IWA
519
Intercontinental Wealth Advisors
Texas
$334K 2,510 – –
HTHT
520
Hemenway Trust Hemenway Trust
New Hampshire
$326K 2,450 – –
BFA
521
Beaumont Financial Advisors
Massachusetts
$326K 2,452 – –
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$326K 2,453 +2,453 New
FPGK
523
Financial Partners Group (Kansas)
Kansas
$324K 2,439 -109 -4%
CWA
524
Clearview Wealth Advisors
Oregon
$323K 2,431 -690 -22%
EWM
525
EPG Wealth Management
Georgia
$315K 2,370 -216 -8%
19 20
21
22 23