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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

686 hedge funds and large institutions have $14.6B invested in iShares MSCI USA Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 245 increasing their positions, 289 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
12.08%
Holding in Top 10
101
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.93%
% of All Funds
1.78%
New
71
Increased
245
Reduced
289
Closed
82
Calls
$26.7M
Puts
$2.55M
Net Calls
+$24.2M
Net Calls Change
-$1.31M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$35.5M
4
SG Americas Securities
SG Americas Securities
New York
$19.5M
5
CPO
Cerity Partners OCIO
New York
$157M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$720M
2
Bank of America
Bank of America
North Carolina
$1.36B
3
RBA
Richard Bernstein Advisors
New York
$343M
4
Ameriprise
Ameriprise
Minnesota
$690M
5
BlackRock
BlackRock
New York
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
651
Lloyd Advisory Services
Georgia
$17K -$50.5K -416 -75%
CFN
652
Cordasco Financial Network
Florida
$16K – – –
HFA
653
Hoover Financial Advisors
Pennsylvania
$16K – – –
TCOV
654
Trust Company of Vermont
Vermont
$16K – – –
HWA
655
HHM Wealth Advisors
Tennessee
$16K +$16K +135 New
IAS
656
IMA Advisory Services
Colorado
$14K – – –
IF
657
Ironwood Financial
Arizona
$14K – – –
KFI
658
Key Financial Inc
Pennsylvania
$14K – – –
PFBT
659
Parkside Financial Bank & Trust
Missouri
$13K +$13K +103 New
COCM
660
Charter Oak Capital Management
New Hampshire
$12K – – –
JWA
661
JFS Wealth Advisors
Pennsylvania
$10K – – –
CAL
662
Capital Analysts LLC
Pennsylvania
$10K +$6.99K +58 +232%
CTB
663
Country Trust Bank
Illinois
$10K +$10K +84 New
VRM
664
Vectors Research Management
New York
$9K -$11.8K -94 -57%
DSC
665
Duncker Streett & Co
Missouri
$9K – – –
RAM
666
Riggs Asset Management
Pennsylvania
$8K – – –
SL
667
Savior LLC
Massachusetts
$7K – – –
FRA
668
Front Row Advisors
California
$7K – – –
GWSG
669
GPS Wealth Strategies Group
Colorado
$7K +$7K +60 New
TAM
670
Tucker Asset Management
Colorado
$6.09K -$25.3K -208 -81%
EWM
671
Edge Wealth Management
New York
$6K – – –
EW
672
Element Wealth
Mississippi
$6K – – –
VNA
673
Valley National Advisers
Pennsylvania
$5K +$5K +40 New
WAS
674
Wealth Advisory Solutions
Indiana
$5K +$371 +3,120 +8%
KFS
675
Kelly Financial Services
Massachusetts
$4.51K +$4.51K +37 New
25 26
27
28 29