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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 %
HNB
651
Huntington National Bank
Ohio
– – – –
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$48K 365 +365 New
BHWM
653
Bay Harbor Wealth Management
Maryland
$47K 356 – –
LDFR
654
Lehman & Derafelo Financial Resources
Pennsylvania
$46K 346 – –
PFA
655
Professional Financial Advisors
Nebraska
$45K 342 -35 -9%
BWL
656
Bogart Wealth LLC
Virginia
$45K 338 – –
JFA
657
JNBA Financial Advisors
Minnesota
$43K 323 – –
LF
658
Lee Financial
Texas
$40K 298 +298 New
TFGT
659
TS Financial Group (TSFG)
Illinois
$38K 288 – –
KFS
660
Kelly Financial Services
Massachusetts
$37K 4,931 +4,894 +13,227%
MHR
661
Matthew Hamilton Rosenberg
$33K 252 – –
QCG
662
Quadrant Capital Group
Ohio
$33K 250 – –
SQA
663
Simon Quick Advisors
New Jersey
$30K 230 -425 -65%
TH
664
TCTC Holdings
Texas
$29K 215 – –
WWM
665
Wagner Wealth Management
South Carolina
$29K 216 +1 +0.5%
PAI
666
Pittenger & Anderson Inc
Nebraska
$29K 218 +218 New
FWP
667
FAS Wealth Partners
Kansas
$27K 202 – –
BW
668
Bison Wealth
Georgia
$27K 205 +205 New
SNT
669
Security National Trust
West Virginia
$26K 194 -220 -53%
CBT
670
CoreFirst Bank & Trust
Kansas
$26K 198 – –
AWM
671
Accel Wealth Management
Iowa
$26K 196 +1 +0.5%
M
672
MOTCO
Texas
$24K 179 – –
GWSG
673
GPS Wealth Strategies Group
Colorado
$22K 166 +106 +177%
TWA
674
TCI Wealth Advisors
Arizona
$21K 156 – –
HWA
675
HHM Wealth Advisors
Tennessee
$18K 135 – –
25 26
27
28 29