QUAL icon

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 %
HCM
76
Hengehold Capital Management
Ohio
$27.8M 209,112 +4,579 +2%
SW
77
SVB Wealth
Massachusetts
$26.3M 197,863 +8,923 +5%
IWS
78
Insight Wealth Strategies
California
$25.8M 194,246 -13,826 -7%
BCA
79
Berman Capital Advisors
Georgia
$25.6M 193,030 +4,764 +3%
SWP
80
Summit Wealth Partners
Florida
$25.1M 188,683 +3,668 +2%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$24.9M 187,263 -117,070 -38%
CIAS
82
Capital Investment Advisory Services
North Carolina
$24.5M 184,185 +8,618 +5%
PPFA
83
Provida Pension Fund Administrator
Chile
$24.2M 182,037 +9,703 +6%
SWMG
84
Sanchez Wealth Management Group
Florida
$23.7M 178,351 +5,240 +3%
BAAM
85
Baker Avenue Asset Management
California
$23.5M 176,758 +1,004 +0.6%
GWAG
86
Garrett Wealth Advisory Group
Texas
$23.4M 176,382 +2,496 +1%
KCM
87
Kathmere Capital Management
Pennsylvania
$23M 173,462 -16,732 -9%
22CM
88
20/20 Capital Management
California
$22.9M 172,626 +13,714 +9%
BCI
89
Brinker Capital Investments
Pennsylvania
$22.5M 169,310 +150,005 +777%
SFI
90
SPC Financial Inc
Maryland
$22.2M 167,299 +77,634 +87%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$21.8M 163,886 +6,283 +4%
PAG
92
Private Advisor Group
New Jersey
$21.6M 162,527 -49,947 -24%
TWA
93
Tillar-Wenstrup Advisors
Ohio
$21.5M 161,896 +129 +0.1%
PO
94
Private Ocean
California
$21.2M 159,830 +23,064 +17%
CG
95
CFO4Life Group
Texas
$19.7M 148,340 -22,383 -13%
5L
96
55I LLC
Massachusetts
$19.7M 148,284 +124,287 +518%
PP
97
Palladium Partners
Virginia
$19.4M 146,028 -4,320 -3%
DLIC
98
Daido Life Insurance Company
Japan
$19.4M 145,814 -18,336 -11%
WCG
99
Weaver Consulting Group
California
$18.7M 140,779 +4,270 +3%
CA
100
Centerpoint Advisors
Massachusetts
$18.1M 136,241 +3,236 +2%
2 3
4
5 6