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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 %
EWA
551
EP Wealth Advisors
California
$260K 1,957 +147 +8%
SPAS
552
Spectrum Planning & Advisory Services
California
$257K 1,932 -157 -8%
SWM
553
SeaCrest Wealth Management
New York
$257K 1,931 +1,931 New
FFC
554
Fure Financial Corporation
Minnesota
$256K 1,934 -42 -2%
LSPW
555
Lake Street Private Wealth
Illinois
$256K 1,914 – –
BA
556
Bellwether Advisors
Nebraska
$255K 1,926 -190 -9%
IAA
557
Independent Advisor Alliance
North Carolina
$252K 1,894 +1,894 New
FCFC
558
First Citizens Financial Corp
Iowa
$247K 1,860 +1,860 New
IAN
559
Integrated Advisors Network
Texas
$247K 1,861 +1,861 New
PCIA
560
Prime Capital Investment Advisors
Kansas
$244K 1,838 +1,478 +411%
ACS
561
Archford Capital Strategies
Illinois
$242K 1,823 -9,001 -83%
CAM
562
Cidel Asset Management
Ontario, Canada
$242K 1,820 -550 -23%
CA
563
Crumly & Associates
Illinois
$240K 1,805 -649 -26%
CAM
564
Concorde Asset Management
Michigan
$237K 1,780 -240 -12%
NEPWA
565
New England Private Wealth Advisors
Massachusetts
$237K 1,785 – –
CA
566
Cambridge Advisors
Nebraska
$233K 1,751 +10 +0.6%
NA
567
Nottingham Advisors
New York
$231K 1,739 +36 +2%
GIA
568
Goodwin Investment Advisory
Georgia
$230K 1,728 -345 -17%
FWM
569
Frontier Wealth Management
Missouri
$229K 1,720 – –
PWMG
570
Pinnacle Wealth Management Group
Michigan
$229K 1,724 +1,724 New
TSS
571
Two Sigma Securities
New York
$228K 1,717 -2,109 -55%
LS
572
Leelyn Smith
Illinois
$227K 1,710 -5,524 -76%
GSIS
573
Global Strategic Investment Solutions
Arizona
$226K 1,700 -485 -22%
GLA
574
Good Life Advisors
Pennsylvania
$225K 1,692 -1,525 -47%
CL
575
CPWM LLC
Washington
$225K 1,691 – –
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