QUAL icon

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 Market Value Shares Shares
Change 		Shares
Change %
KCM
76
Kathmere Capital Management
Pennsylvania
$23.2M 190,194 -40,936 -18%
SW
77
SVB Wealth
Massachusetts
$23M 188,940 -43,695 -19%
BCA
78
Berman Capital Advisors
Georgia
$22.9M 188,266 +14,312 +8%
TWM
79
TMD Wealth Management
Arizona
$22.8M 187,083 +15,761 +9%
SWP
80
Summit Wealth Partners
Florida
$22.5M 185,015 +5,860 +3%
BAAM
81
Baker Avenue Asset Management
California
$21.4M 175,754 +1,612 +0.9%
CIAS
82
Capital Investment Advisory Services
North Carolina
$21.4M 175,567 +10,782 +7%
GWAG
83
Garrett Wealth Advisory Group
Texas
$21.2M 173,886 +3,602 +2%
SWMG
84
Sanchez Wealth Management Group
Florida
$21.1M 173,111 +1,492 +0.9%
PPFA
85
Provida Pension Fund Administrator
Chile
$20.9M 172,334 -129,901 -43%
CG
86
CFO4Life Group
Texas
$20.8M 170,723 +19,713 +13%
AWM
87
AE Wealth Management
Kansas
$20M 164,324 -282,027 -63%
DLIC
88
Daido Life Insurance Company
Japan
$20M 164,150 – –
TWA
89
Tillar-Wenstrup Advisors
Ohio
$19.7M 161,767 -1,850 -1%
SG Americas Securities
90
SG Americas Securities
New York
$19.5M 160,027 +160,027 New
22CM
91
20/20 Capital Management
California
$19.4M 158,912 +23,461 +17%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$19.2M 157,603 -135,449 -46%
PP
93
Palladium Partners
Virginia
$18.3M 150,348 -2,155 -1%
Two Sigma Investments
94
Two Sigma Investments
New York
$17.9M 147,300 +129,100 +709%
Truist Financial
95
Truist Financial
North Carolina
$17.1M 140,318 +31,242 +29%
PO
96
Private Ocean
California
$16.7M 136,766 +131,458 +2,477%
EFL
97
ERn Financial LLC
Wisconsin
$16.6M 136,516 +2,577 +2%
WCG
98
Weaver Consulting Group
California
$16.6M 136,509 +19,649 +17%
SRC
99
Shufro Rose & Co
New York
$16.4M 135,027 -8,721 -6%
CA
100
Centerpoint Advisors
Massachusetts
$16.2M 133,005 +5,273 +4%
2 3
4
5 6