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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$18M 135,545 +30,534 +29%
SRC
102
Shufro Rose & Co
New York
$17.6M 132,643 -2,384 -2%
SWA
103
Sax Wealth Advisors
New Jersey
$17.5M 131,898 +5,437 +4%
ACM
104
Armbruster Capital Management
New York
$17.4M 130,934 +4,933 +4%
RWP
105
Reliant Wealth Planning
Kentucky
$17.3M 130,541 +2,757 +2%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$17M 127,655 +18,473 +17%
MWP
107
Meridian Wealth Partners
Pennsylvania
$16.8M 126,800 -1,034 -0.8%
MHS
108
M Holdings Securities
Oregon
$15.9M 119,390 +58,491 +96%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$15.8M 118,938 -113,217 -49%
SCM
110
Stonehearth Capital Management
Massachusetts
$15M 112,946 +3,577 +3%
BWA
111
BDO Wealth Advisors
Florida
$14.9M 112,392 +1,822 +2%
AF
112
Apexium Financial
Texas
$14.8M 110,775 +19,804 +22%
OWM
113
Orgel Wealth Management
Wisconsin
$14.6M 110,145 +3,034 +3%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$14.6M 109,833 +3,675 +3%
AIP
115
Almanack Investment Partners
Pennsylvania
$14.4M 108,386 -2,847 -3%
SP
116
Symmetry Partners
Connecticut
$14.4M 108,198 +7,072 +7%
BCM
117
Brookstone Capital Management
Illinois
$14.1M 104,463 +32,729 +46%
MPW
118
MA Private Wealth
California
$14M 105,225 -2,006 -2%
MCA
119
Magnolia Capital Advisors
Mississippi
$14M 105,035 +105,035 New
Truist Financial
120
Truist Financial
North Carolina
$13.9M 104,934 -35,384 -25%
WFA
121
Wells Financial Advisors
Massachusetts
$13.7M 103,168 -415 -0.4%
HCP
122
Holt Capital Partners
Texas
$13.6M 102,714 +10,085 +11%
FI
123
Financial Insights
Washington
$13.6M 10,214 -1,307 -11%
IB
124
Intrust Bank
Kansas
$13.5M 101,280 +1,522 +2%
Cerity Partners
125
Cerity Partners
New York
$13.4M 101,142 +339 +0.3%
3 4
5
6 7