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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 %
CSWG
151
Cardinal Strategic Wealth Guidance
Kentucky
$10M 75,510 +440 +0.6%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$9.9M 73,271 +3,135 +4%
SWP
153
Stratos Wealth Partners
Ohio
$9.87M 74,315 +1,847 +3%
DE
154
Day & Ennis
Georgia
$9.87M 74,288 -2,085 -3%
FG
155
Foster Group
Iowa
$9.66M 72,691 +31,173 +75%
FA
156
Fortis Advisors
Pennsylvania
$9.6M 144,808 +35,106 +32%
RPSA
157
Richard P. Slaughter Associates
Texas
$9.39M 70,639 -71 -0.1%
1832 Asset Management
158
1832 Asset Management
Ontario, Canada
$9.31M 86,770 +1,200 +1%
WFA
159
Wade Financial Advisory
California
$9.2M 69,237 +3,821 +6%
SF
160
Symphony Financial
Texas
$9.03M 68,070 -6,557 -9%
SI
161
Stephens Inc
Arkansas
$8.98M 67,558 +782 +1%
PPWM
162
PFG Private Wealth Management
Florida
$8.96M 67,435 +1,392 +2%
DWM
163
Dakota Wealth Management
Florida
$8.91M 67,026 +4,975 +8%
GHA
164
GW Henssler & Associates
Georgia
$8.89M 66,873 +1,635 +3%
CGFA
165
Colton Groome Financial Advisors
North Carolina
$8.87M 66,720 +66,720 New
CAG
166
Csenge Advisory Group
Florida
$8.72M 65,209 +1,862 +3%
MBT
167
Montecito Bank & Trust
California
$8.49M 63,928 -1,321 -2%
UWPG
168
Ullmann Wealth Partners Group
Florida
$8.38M 63,087 +13,589 +27%
CCP
169
Cardan Capital Partners
Colorado
$7.95M 59,855 +59,855 New
PA
170
Prism Advisors
California
$7.94M 59,770 +59,770 New
HWAM
171
Hennion & Walsh Asset Management
New Jersey
$7.8M 58,723 +1,222 +2%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$7.69M 57,888 +9,336 +19%
FA
173
FDx Advisors
Illinois
$7.59M 57,086 -1,829 -3%
TCA
174
Transcend Capital Advisors
New Jersey
$7.55M 56,823 +1,693 +3%
GSWM
175
Golden State Wealth Management
California
$7.44M 55,961 +55,961 New
5 6
7
8 9