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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 %
TCOV
676
Trust Company of Vermont
Vermont
$18K 135 – –
HFA
677
Hoover Financial Advisors
Pennsylvania
$17K 125 – –
CFN
678
Cordasco Financial Network
Florida
$17K 128 – –
SFP
679
Sterling Financial Planning
New Jersey
$17K 130 +130 New
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$16K 121 -807 -87%
IAS
681
IMA Advisory Services
Colorado
$16K 119 – –
KFI
682
Key Financial Inc
Pennsylvania
$16K 118 – –
IF
683
Ironwood Financial
Arizona
$15K 114 – –
PFBT
684
Parkside Financial Bank & Trust
Missouri
$14K 103 – –
MFT
685
Moisand Fitzgerald Tamayo
Florida
$14K 107 +107 New
MAM
686
Meeder Asset Management
Ohio
$14K 108 +108 New
COCM
687
Charter Oak Capital Management
New Hampshire
$13K 95 – –
OSNBOA
688
Old Second National Bank of Aurora
Illinois
$13K 95 +95 New
ADL
689
Asset Dedication LLC
California
$13K 101 +101 New
CAL
690
Capital Analysts LLC
Pennsylvania
$11K 83 – –
CTB
691
Country Trust Bank
Illinois
$11K 84 – –
JWA
692
JFS Wealth Advisors
Pennsylvania
$11K 81 – –
CCM
693
Covington Capital Management
California
$11K 80 +80 New
VRM
694
Vectors Research Management
New York
$10K 72 – –
DSC
695
Duncker Streett & Co
Missouri
$10K 72 – –
RAM
696
Riggs Asset Management
Pennsylvania
$9K 68 – –
Toronto Dominion Bank
697
Toronto Dominion Bank
Ontario, Canada
$9K 67 +67 New
SL
698
Savior LLC
Massachusetts
$8K 60 – –
FRA
699
Front Row Advisors
California
$8K 59 – –
VNA
700
Valley National Advisers
Pennsylvania
$8K 58 +18 +45%
26 27
28
29 30