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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 %
PWA
626
Pinnacle Wealth Advisors
Tennessee
$97K 729 +729 New
BCWM
627
Bartlett & Co Wealth Management
Ohio
$91K 685 – –
ONST
628
Old North State Trust
North Carolina
$91K 687 -262 -28%
BC
629
Bartlett & Co
Ohio
$91K 685 – –
APC
630
Aspire Private Capital
North Carolina
$89K 671 -604 -47%
CIA
631
Choate Investment Advisors
Massachusetts
$89K 673 – –
TI
632
tru Independence
Oregon
$87K 661 -33,392 -98%
CPFP
633
Clear Perspectives Financial Planning
Ohio
$85K 641 -1,826 -74%
CWC
634
Carolinas Wealth Consulting
North Carolina
$81K 612 +599 +4,608%
S
635
SignatureFD
Georgia
$78K 589 -875 -60%
AIM
636
Anchor Investment Management
South Carolina
$76.1K 573 – –
CB
637
Community Bank
New York
$73K 550 – –
SMFG
638
Sumitomo Mitsui Financial Group
Japan
$71K 537 -1,760 -77%
FPFS
639
First Personal Financial Services
North Carolina
$70K 525 -50 -9%
RIM
640
Rockbridge Investment Management
New York
$67K 502 +12 +2%
KPCM
641
Kings Point Capital Management
New York
$66K 500 – –
TA
642
Tectonic Advisors
Texas
$65K 490 – –
CFO
643
CVA Family Office
Colorado
$62K 466 – –
WA
644
Waddell & Associates
Tennessee
$61.7K 464,391 +6,287 +1%
AWM
645
AllSquare Wealth Management
New York
$56K 425 – –
CHA
646
Carmichael Hill & Associates
Maryland
$55K 416 -333 -44%
CFB
647
Cullen/Frost Bankers
Texas
$55K 416 – –
AAP
648
Arax Advisory Partners
Colorado
$55K 417 +417 New
AA
649
Ancora Advisors
Ohio
$50K 374 – –
FPS
650
Fieldpoint Private Securities
Connecticut
$49K 350 – –
24 25
26
27 28