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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$720M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
RBA
3
Richard Bernstein Advisors
New York
$343M
4
Ameriprise
4
Ameriprise
Minnesota
$690M
5
BlackRock
5
BlackRock
New York
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$37.1M -$15.1M -123,756 -29%
TWM
52
Tanglewood Wealth Management
Texas
$37M -$1.62M -13,288 -4%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$35.5M +$35.5M +291,228 +234,861%
HCA
54
Heck Capital Advisors
Wisconsin
$35M +$326K +2,674 +0.9%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$34.7M -$17.1M -140,096 -33%
PA
56
Pinnacle Associates
New York
$34.4M -$91K -747 -0.3%
CMO
57
Covenant Multifamily Offices
Texas
$33.6M -$30.3M -249,067 -47%
EH
58
Equitable Holdings
New York
$32M +$1.23M +10,073 +4%
Franklin Resources
59
Franklin Resources
California
$31.3M +$3.81M +31,249 +14%
BFPW
60
BOK Financial Private Wealth
Colorado
$31.2M -$3.84M -31,518 -11%
EWM
61
Empirical Wealth Management
Washington
$30.9M +$1.43M +11,737 +5%
MML Investors Services
62
MML Investors Services
Massachusetts
$30.1M -$22.4M -184,171 -43%
TCM
63
TD Capital Management
Tennessee
$30M +$870K +7,140 +3%
SF
64
Synovus Financial
Georgia
$29.2M -$955K -7,840 -3%
SPIA
65
Steward Partners Investment Advisory
New York
$29.1M +$3.05M +25,066 +12%
EWF
66
Epstein & White Financial
California
$29.1M +$2.05M +16,784 +8%
RW
67
RVW Wealth
California
$29M +$1.63M +13,391 +6%
IDA
68
Intelligence Driven Advisers
California
$28.9M +$1.29M +10,572 +5%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$28.3M -$13.3M -108,873 -32%
HFS
70
Howard Financial Services
Texas
$27.7M +$6.09M +50,020 +28%
SPIA
71
Strategic Point Investment Advisors
Rhode Island
$26.1M -$130K -1,066 -0.5%
PAG
72
Private Advisor Group
New Jersey
$25.9M -$2.06M -16,896 -7%
IWS
73
Insight Wealth Strategies
California
$25.3M +$5.37M +44,126 +27%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$25.2M -$687K -5,642 -3%
HCM
75
Hengehold Capital Management
Ohio
$24.9M -$203K -1,669 -0.8%
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