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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 %
SG Americas Securities
126
SG Americas Securities
New York
$13.4M 100,570 -59,457 -37%
EFL
127
ERn Financial LLC
Wisconsin
$13.3M 100,205 -36,311 -27%
DF
128
Donoghue Forlines
Massachusetts
$12.5M 94,387 -11,644 -11%
AWE
129
Avidian Wealth Enterprises
Texas
$12.5M 94,152 -37,802 -29%
MFG
130
Monumental Financial Group
Maryland
$12.5M 93,713 +62,032 +196%
CAN
131
Cetera Advisor Networks
California
$12.4M 93,102 -27,907 -23%
FWIA
132
Fort Washington Investment Advisors
Ohio
$12.4M 92,946 +9,629 +12%
TWM
133
Trinity Wealth Management
Pennsylvania
$12M 90,546 -3,693 -4%
PA
134
Parallel Advisors
California
$12M 90,307 -4,984 -5%
WWM
135
Wiser Wealth Management
Georgia
$11.9M 89,348 +6,338 +8%
KAS
136
Kestra Advisory Services
Texas
$11.4M 85,576 +14,399 +20%
SOMRS
137
State of Michigan Retirement System
Michigan
$11.3M 84,850 +19,250 +29%
SFS
138
Sowell Financial Services
Arkansas
$11.2M 84,044 -35,288 -30%
SAS
139
Sage Advisory Services
Texas
$11.2M 84,047 -22,018 -21%
LIA
140
LS Investment Advisors
Michigan
$11.1M 83,214 -7,330 -8%
CAL
141
Capital Advisors Ltd
Ohio
$10.9M 82,331 +2,308 +3%
RPCA
142
Running Point Capital Advisors
California
$10.9M 82,083 +6,454 +9%
TFA
143
Tobias Financial Advisors
Florida
$10.6M 79,620 -2,040 -2%
LCC
144
Lincoln Capital Corp
Rhode Island
$10.3M 77,588 -3,173 -4%
LF
145
Lantz Financial
Illinois
$10.3M 77,475 -5,851 -7%
VHAM
146
Van Hulzen Asset Management
California
$10.1M 76,384 -9,444 -11%
AWA
147
ARQ Wealth Advisors
Arizona
$10.1M 75,792 -2,041 -3%
IIA
148
IPG Investment Advisors
California
$10.1M 75,773 +804 +1%
AWA
149
ARS Wealth Advisors
Florida
$10.1M 75,696 +10,376 +16%
Stifel Financial
150
Stifel Financial
Missouri
$10M 75,526 +3,480 +5%
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