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 %
BP
526
BBR Partners
New York
$314K 2,362 -238 -9%
NL
527
NWAM LLC
Washington
$309K 2,328 +94 +4%
BCP
528
Blackhawk Capital Partners
Wisconsin
$307K 2,519 +2,519 New
MWM
529
Mission Wealth Management
California
$305K 2,298 +206 +10%
CRI
530
Colonial River Investments
Virginia
$304K 2,285 +50 +2%
IWA
531
IBEX Wealth Advisors
New Jersey
$299K 2,247 +2,247 New
GA
532
Geller Advisors
New York
$297K 2,234 +17 +0.8%
MWM
533
Meridian Wealth Management
Kentucky
$296K 2,229 +209 +10%
VFA
534
Valeo Financial Advisors
Indiana
$296K 2,225 +293 +15%
CAM
535
Crestone Asset Management
Colorado
$290K 2,182 – –
LA
536
LexAurum Advisors
Kansas
$288K 2,164 +12 +0.6%
PAM
537
Palisade Asset Management
Minnesota
$284K 2,140 +2,140 New
AW
538
Avion Wealth
Texas
$280K 2,111 – –
DTC
539
Davidson Trust Company
Washington
$279K 2,100 -126 -6%
WWM
540
WJ Wealth Management
Arizona
$279K 2,100 +240 +13%
TLFA
541
True Link Financial Advisors
California
$278K 2,096 – –
MAFM
542
Mid Atlantic Financial Management
Pennsylvania
$273K 2,053 -97 -5%
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$271K 2,038 +6 +0.3%
OAM
544
Oppenheimer Asset Management
New York
$268K 2,014 +113 +6%
CIA
545
Capital Investment Advisors
Georgia
$267K 2,009 +2,009 New
PTC
546
Philadelphia Trust Company
Pennsylvania
$266K 2,000 +2,000 New
WIA
547
World Investment Advisors
California
$264K 1,990 +63 +3%
WP
548
WealthPLAN Partners
Nebraska
$264K 1,897 +225 +13%
UA
549
Unison Advisors
District of Columbia
$264K 1,988 +1,988 New
HA
550
HYA Advisors
Missouri
$261K 1,963 – –
20 21
22
23 24