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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 %
FIA
176
Foundations Investment Advisors
Arizona
$6.98M 51,606 +13,030 +34%
SIA
177
SkyView Investment Advisors
New Jersey
$6.96M 57,173 – –
Two Sigma Advisers
178
Two Sigma Advisers
New York
$6.82M 51,300 +29,500 +135%
FMBTD
179
First Midwest Bank Trust Division
Illinois
$6.77M 50,939 -6,495 -11%
BIM
180
Bridges Investment Management
Nebraska
$6.65M 50,062 -288 -0.6%
SW
181
StrongBox Wealth
Missouri
$6.65M 50,014 +1,568 +3%
OIA
182
OneDigital Investment Advisors
Kansas
$6.43M 48,359 +27,339 +130%
WWM
183
Windsor Wealth Management
Indiana
$6.3M 47,381 +2,004 +4%
ASW
184
Astoria Strategic Wealth
Texas
$6.26M 46,316 +4,111 +10%
HIP
185
HUB Investment Partners
Texas
$6.24M 46,949 +4,809 +11%
OWA
186
Outlook Wealth Advisors
Texas
$6.23M 46,888 +10,132 +28%
Lido Advisors
187
Lido Advisors
California
$6.21M 46,766 +7,175 +18%
FHA
188
First Horizon Advisors
Tennessee
$6.1M 45,919 +2,058 +5%
MAM
189
Madison Asset Management
Wisconsin
$6.06M 45,582 -48 -0.1%
CF
190
Centaurus Financial
California
$5.82M 43,812 -1,254 -3%
WIC
191
Woodmont Investment Counsel
Tennessee
$5.76M 43,329 -154 -0.4%
WAS
192
Wealth Advisory Solutions
Indiana
$5.74M 43,213 +1,170 +3%
FS
193
Ferguson Shapiro
Georgia
$5.7M 42,908 +765 +2%
TWM
194
Tradition Wealth Management
Minnesota
$5.68M 42,748 +1,324 +3%
SGI
195
Summit Global Investments
Utah
$5.55M 41,751 +41,751 New
SMG
196
Smart Money Group
Texas
$5.45M 56,777 +5,700 +11%
Prudential Financial
197
Prudential Financial
New Jersey
$5.44M 40,965 +7,824 +24%
FSA
198
Financial Sense Advisors
California
$5.38M 40,459 -3,169 -7%
WP
199
WealthSource Partners
California
$5.34M 40,150 -3,389 -8%
KFGK
200
Keystone Financial Group (Kentucky)
Kentucky
$5.32M 40,054 -956 -2%
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