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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 %
FNBT
576
FineMark National Bank & Trust
Florida
$224K 1,687 -294 -15%
EWP
577
Engrave Wealth Partners
Texas
$224K 1,684 +1,684 New
CRC
578
Curi RMB Capital
Illinois
$222K 1,669 – –
KFC
579
Klingenstein Fields & Co
New York
$220K 1,658 – –
IC
580
IEQ Capital
California
$218K 1,637 +1,637 New
LG
581
Leuthold Group
Minnesota
$217K 1,635 -293 -15%
BOS
582
Bingham Osborn & Scarborough
California
$217K 1,630 +1,630 New
BWP
583
Baldwin Wealth Partners
Massachusetts
$214K 1,613 +82 +5%
FNWM
584
Financial Network Wealth Management
Utah
$213K 1,600 -146 -8%
CAM
585
Cresset Asset Management
Illinois
$212K 1,597 -603 -27%
KCPG
586
Kavar Capital Partners Group
Kansas
$209K 1,574 -105 -6%
LW
587
Linscomb Wealth
Texas
$209K 1,572 +1,572 New
BCA
588
Biltmore Capital Advisors
New Jersey
$207K 1,560 -187 -11%
FRA
589
Frank Rimerman Advisors
California
$206K 1,551 +1,551 New
JCM
590
Jacobi Capital Management
Pennsylvania
$206K 1,550 +791 +104%
VCM
591
Vigilant Capital Management
Maine
$205K 1,544 – –
BJL
592
Brighton Jones LLC
Washington
$205K 1,543 +1,543 New
V
593
Veritable
Delaware
$203K 1,528 +1,528 New
STA
594
Summit Trail Advisors
New York
$201K 1,511 +1,511 New
KPWS
595
Kestra Private Wealth Services
Texas
$200K 1,503 +1,503 New
ACM
596
Anfield Capital Management
California
$181K 1,359 +1,359 New
FCM
597
Firestone Capital Management
Florida
$173K 1,300 – –
PGAM
598
Princeton Global Asset Management
New Jersey
$172K 1,297 -281 -18%
CFD
599
Creative Financial Designs
Indiana
$168K 1,264 -884 -41%
EWM
600
Evermay Wealth Management
Virginia
$163K 1,223 +1,223 New
22 23
24
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