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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 %
AWE
101
Avidian Wealth Enterprises
Texas
$16.1M -$6.68M -54,868 -29%
MWP
102
Meridian Wealth Partners
Pennsylvania
$15.6M -$1.8M -14,802 -10%
RWP
103
Reliant Wealth Planning
Kentucky
$15.6M +$449K +3,689 +3%
SWA
104
Sax Wealth Advisors
New Jersey
$15.4M +$1.54M +12,684 +11%
ACM
105
Armbruster Capital Management
New York
$15.3M -$37.3K -306 -0.2%
SFS
106
Sowell Financial Services
Arkansas
$15.3M -$332K -2,583 -2%
CAN
107
Cetera Advisor Networks
California
$14.7M -$486K -3,993 -3%
AIC
108
Ameritas Investment Company
Nebraska
$14.6M +$14.6M +120,068 New
AWC
109
Abundance Wealth Counselors
Pennsylvania
$13.7M -$186K -1,525 -1%
AIP
110
Almanack Investment Partners
Pennsylvania
$13.5M -$2.88M -23,658 -18%
BWA
111
BDO Wealth Advisors
Florida
$13.5M +$458K +3,759 +4%
SCM
112
Stonehearth Capital Management
Massachusetts
$13.3M +$186K +1,529 +1%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$13.3M +$177K +1,457 +1%
MPW
114
MA Private Wealth
California
$13.1M -$2.43M -19,961 -16%
OWM
115
Orgel Wealth Management
Wisconsin
$13M +$1.56M +12,830 +14%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$12.9M +$207K +1,698 +2%
DF
117
Donoghue Forlines
Massachusetts
$12.9M -$1.9M -15,566 -13%
SAS
118
Sage Advisory Services
Texas
$12.9M +$850K +6,983 +7%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$12.8M +$1.61M +13,247 +14%
NAM
120
Nissay Asset Management
Japan
$12.7M -$26.7M -218,850 -68%
WFA
121
Wells Financial Advisors
Massachusetts
$12.6M +$2M +16,410 +19%
SP
122
Symmetry Partners
Connecticut
$12.3M +$2.37M +19,452 +24%
Cerity Partners
123
Cerity Partners
New York
$12.3M +$12.3M +100,803 New
SF
124
Symphony Financial
Texas
$12.2M +$8.27M +50,667 +211%
IB
125
Intrust Bank
Kansas
$12.1M +$875K +7,186 +8%
3 4
5
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