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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 %
GAM
701
Gemmer Asset Management
California
$8K 60 +38 +173%
ACA
702
Aptus Capital Advisors
Alabama
$8K 60 +52 +650%
PCG
703
Private Capital Group
Connecticut
$8K 61 +61 New
TRCT
704
Tower Research Capital (TRC)
New York
$7K 50 -481 -91%
EW
705
Element Wealth
Mississippi
$7K 49 – –
EWM
706
Edge Wealth Management
New York
$7K 52 – –
TAM
707
Tucker Asset Management
Colorado
$6.64K 50 – –
MA
708
Modus Advisors
Minnesota
$6K 45 +45 New
JHCP
709
Jackson Hole Capital Partners
Oklahoma
$5K 34 – –
AF
710
Arrow Financial
New York
$5K 38 +38 New
MA
711
MBA Advisors
Pennsylvania
$3.27K 24,618 +5,919 +32%
AFS
712
Annapolis Financial Services
Maryland
$3K 19 -751 -98%
IPW
713
IronBridge Private Wealth
Texas
$3K 21 – –
HR
714
Howe & Rusling
New York
$2K 14 – –
WIM
715
Westside Investment Management
California
$36 276 – –
BBHC
716
Brown Brothers Harriman & Co
New York
$36 274 +232 +552%
Victory Capital Management
717
Victory Capital Management
Texas
– – -980,273 Closed
USAA
718
United Services Automobile Association
Texas
– – -980,273 Closed
IC
719
Inscription Capital
Texas
– – -70,879 Closed
HF
720
HRT Financial
New York
– – -49,687 Closed
FTUS
721
Flow Traders U.S.
New York
– – -45,230 Closed
CCMG
722
Clark Capital Management Group
Pennsylvania
– – -26,518 Closed
FC
723
Ferris Capital
Massachusetts
– – -20,841 Closed
BAM
724
Bruderman Asset Management
New York
– – -19,965 Closed
ICP
725
Interchange Capital Partners
Pennsylvania
– – -18,973 Closed
27 28
29
30 31