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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 %
BFEC
601
Benjamin F. Edwards & Company
Missouri
$157K 1,180 -660 -36%
OCM
602
Orion Capital Management
California
$157K 1,182 – –
SCA
603
Stonebridge Capital Advisors
Minnesota
$157K 1,275 +151 +13%
PWMG
604
Prestige Wealth Management Group
New Jersey
$154K 1,157 – –
Bessemer Group
605
Bessemer Group
New Jersey
$154K 1,158 +1,158 New
MPCG
606
Matrix Private Capital Group
New York
$139K 1,049 – –
TWP
607
TFO Wealth Partners
Ohio
$133K 1,000 -470 -32%
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$127K 956 – –
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$123K 928 – –
SSC
610
Syverson Strege & Co
Iowa
$123K 929 +1 +0.1%
RG
611
Retirement Group
California
$121K 913 +33 +4%
LWM
612
Liberty Wealth Management
California
$118K 887 -1,551 -64%
ICM
613
Islay Capital Management
Texas
$116K 870 – –
FFA
614
Founders Financial Alliance
North Carolina
$116K 875 – –
CCP
615
Clarkston Capital Partners
Michigan
$115K 865 – –
CA
616
Clearstead Advisors
Ohio
$112K 845 – –
CB
617
CNB Bank
Pennsylvania
$112K 843 – –
AWM
618
Avior Wealth Management
Nebraska
$111K 840 -13 -2%
SSB
619
Sandy Spring Bank
Maryland
$109K 823 -15 -2%
AWA
620
Arkadios Wealth Advisors
Georgia
$105K 792 -206 -21%
IRC
621
Investors Research Corp
Georgia
$103K 772 +369 +92%
LWP
622
Laurel Wealth Planning
Minnesota
$102K 767 – –
PFP
623
Pinnacle Financial Partners
Tennessee
$97K 729 – –
IFAM
624
Institutional & Family Asset Management
Colorado
$97K 732 – –
EW
625
Evoke Wealth
California
$97K 726 +726 New
23 24
25
26 27