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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 %
WDL
51
Well Done LLC
Michigan
$44M 330,981 +7,040 +2%
AIC
52
Ameritas Investment Company
Nebraska
$41.9M 830 -119,238 -99%
HCA
53
Heck Capital Advisors
Wisconsin
$40.6M 305,915 +18,260 +6%
PA
54
Pinnacle Associates
New York
$38.5M 289,462 +6,734 +2%
EWM
55
Empirical Wealth Management
Washington
$38.4M 289,376 +35,492 +14%
EH
56
Equitable Holdings
New York
$36.1M 271,782 +8,924 +3%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$35.7M 268,352 -16,699 -6%
Franklin Resources
58
Franklin Resources
California
$35M 263,741 +6,966 +3%
HFS
59
Howard Financial Services
Texas
$34.6M 260,590 +33,022 +15%
MML Investors Services
60
MML Investors Services
Massachusetts
$33.9M 255,429 +8,072 +3%
Two Sigma Investments
61
Two Sigma Investments
New York
$33.7M 253,700 +106,400 +72%
IDA
62
Intelligence Driven Advisers
California
$33.2M 249,537 +12,511 +5%
EWF
63
Epstein & White Financial
California
$33M 248,749 +10,194 +4%
TCM
64
TD Capital Management
Tennessee
$33M 248,551 +2,460 +1%
RW
65
RVW Wealth
California
$33M 251,616 +13,795 +6%
SF
66
Synovus Financial
Georgia
$32M 240,903 +1,004 +0.4%
CMO
67
Covenant Multifamily Offices
Texas
$31.9M 239,927 -36,168 -13%
SPIA
68
Steward Partners Investment Advisory
New York
$31.9M 239,786 +539 +0.2%
BFPW
69
BOK Financial Private Wealth
Colorado
$31.5M 236,886 -19,555 -8%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$29.3M 220,584 +13,288 +6%
CHP
71
Cable Hill Partners
Oregon
$29.3M 220,339 +220,339 New
NAM
72
Nissay Asset Management
Japan
$29.1M 219,106 +114,414 +109%
TWM
73
TMD Wealth Management
Arizona
$28.7M 216,166 +29,083 +16%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M 214,190 -594,236 -74%
SPIA
75
Strategic Point Investment Advisors
Rhode Island
$28.4M 213,517 -1,131 -0.5%
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