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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.

New
Increased
Maintained
Reduced
Closed
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
Mercer Global Advisors
Colorado
$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$35.5M
4
SG Americas Securities
SG Americas Securities
New York
$19.5M
5
CPO
Cerity Partners OCIO
New York
$157M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$720M
2
Bank of America
Bank of America
North Carolina
$1.36B
3
RBA
Richard Bernstein Advisors
New York
$343M
4
Ameriprise
Ameriprise
Minnesota
$690M
5
BlackRock
BlackRock
New York
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$11.6M +$317K +2,606 +3%
MWM
127
MBE Wealth Management
Wisconsin
$11.5M -$797K -6,541 -6%
TWM
128
Trinity Wealth Management
Pennsylvania
$11.5M +$1.28M +10,496 +13%
HCP
129
Holt Capital Partners
Texas
$11.3M +$613K +5,031 +6%
AF
130
Apexium Financial
Texas
$11.1M +$204K +1,675 +2%
LIA
131
LS Investment Advisors
Michigan
$11M -$359K -2,947 -3%
SFI
132
SPC Financial Inc
Maryland
$10.9M -$29.8K -245 -0.3%
PI
133
PFS Investments
Georgia
$10.5M -$82.8M -679,998 -89%
VHAM
134
Van Hulzen Asset Management
California
$10.5M -$735K -6,035 -7%
LF
135
Lantz Financial
Illinois
$10.1M +$236K +1,942 +2%
FWIA
136
Fort Washington Investment Advisors
Ohio
$10.1M +$1.16M +9,490 +13%
WWM
137
Wiser Wealth Management
Georgia
$10.1M +$386K +3,167 +4%
TFA
138
Tobias Financial Advisors
Florida
$9.95M -$1.5M -12,281 -13%
LCC
139
Lincoln Capital Corp
Rhode Island
$9.84M -$232K -1,909 -2%
CAL
140
Capital Advisors Ltd
Ohio
$9.75M +$257K +2,114 +3%
AWA
141
ARQ Wealth Advisors
Arizona
$9.48M +$145K +1,193 +2%
DE
142
Day & Ennis
Georgia
$9.3M -$74.5K -612 -0.8%
RPCA
143
Running Point Capital Advisors
California
$9.21M +$313K +2,569 +4%
CSWG
144
Cardinal Strategic Wealth Guidance
Kentucky
$9.14M +$2.11M +17,332 +30%
IIA
145
IPG Investment Advisors
California
$9.13M +$991K +8,139 +12%
SWP
146
Stratos Wealth Partners
Ohio
$8.83M -$1.35M -11,125 -13%
Stifel Financial
147
Stifel Financial
Missouri
$8.77M +$383K +3,148 +5%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$8.74M +$8.74M +70,136 New
BCM
149
Brookstone Capital Management
Illinois
$8.74M +$1.78M +14,644 +26%
ACA
150
Ackerman Capital Advisors
Texas
$8.69M -$2.24M -18,397 -21%
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