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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 %
BIM
176
Bridges Investment Management
Nebraska
$6.13M -$99.6K -818 -2%
FAM
177
Formidable Asset Management
Ohio
$6.13M -$328K -2,691 -5%
HF
178
HRT Financial
New York
$6.05M -$411K -3,377 -6%
UWPG
179
Ullmann Wealth Partners Group
Florida
$6.03M +$2.01M +16,501 +50%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$5.91M -$1.88M -15,405 -24%
SW
181
StrongBox Wealth
Missouri
$5.9M +$184K +1,507 +3%
MAM
182
Madison Asset Management
Wisconsin
$5.56M -$346K -2,845 -6%
WWM
183
Windsor Wealth Management
Indiana
$5.53M -$22.4K -184 -0.4%
FTUS
184
Flow Traders U.S.
New York
$5.51M +$3.59M +29,506 +188%
CF
185
Centaurus Financial
California
$5.49M -$388K -3,184 -7%
FHA
186
First Horizon Advisors
Tennessee
$5.34M +$104K +851 +2%
FSA
187
Financial Sense Advisors
California
$5.31M +$1.74M +14,259 +49%
WP
188
WealthSource Partners
California
$5.3M -$884K -7,258 -14%
WIC
189
Woodmont Investment Counsel
Tennessee
$5.3M +$38.6K +317 +0.7%
ASW
190
Astoria Strategic Wealth
Texas
$5.14M +$50.8K +417 +1%
HIP
191
HUB Investment Partners
Texas
$5.13M -$7.28M -59,772 -59%
FS
192
Ferguson Shapiro
Georgia
$5.13M +$190K +1,560 +4%
FG
193
Foster Group
Iowa
$5.06M +$1.43M +11,771 +40%
TWM
194
Tradition Wealth Management
Minnesota
$5.05M +$394K +3,232 +8%
KFGK
195
Keystone Financial Group (Kentucky)
Kentucky
$4.99M -$8.77K -72 -0.2%
BWM
196
BCGM Wealth Management
Indiana
$4.91M -$535K -4,237 -10%
Lido Advisors
197
Lido Advisors
California
$4.82M +$1.52M +12,445 +46%
FIA
198
Foundations Investment Advisors
Arizona
$4.81M -$4.76M -38,194 -50%
IFWM
199
Institute for Wealth Management
Colorado
$4.78M -$554K -4,553 -10%
ELI
200
Empire Life Investments
Ontario, Canada
$4.69M +$1.53M +12,600 +49%
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