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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 %
CFA
201
Carroll Financial Associates
North Carolina
$5.26M 39,575 +5,800 +17%
JIP
202
Jaffetilchin Investment Partners
Florida
$5.16M 42,456 +15,495 +57%
IFWM
203
Institute for Wealth Management
Colorado
$5.14M 38,715 -493 -1%
BWM
204
BCGM Wealth Management
Indiana
$5.12M 37,245 -1,653 -4%
WWM
205
Western Wealth Management
Colorado
$5.04M 37,898 +11,753 +45%
DWM
206
Doyle Wealth Management
Florida
$4.99M 37,531 +7,035 +23%
RPGK
207
Retirement Planning Group (Kansas)
Kansas
$4.91M 36,930 +36,930 New
MWA
208
Motive Wealth Advisors
Michigan
$4.89M 36,793 +36,793 New
WCG
209
Wall Capital Group
Arizona
$4.87M 36,656 +464 +1%
NA
210
NewEdge Advisors
Louisiana
$4.82M 36,273 +1,492 +4%
CG
211
Caprock Group
Idaho
$4.78M 35,942 +920 +3%
TPA
212
Trivium Point Advisory
Connecticut
$4.76M 35,854 +9,669 +37%
RVPG
213
Relative Value Partners Group
$4.75M 35,733 -1,089 -3%
RF
214
Rollins Financial
Georgia
$4.72M 35,513 +21,315 +150%
MFG
215
Merit Financial Group
Georgia
$4.71M 35,465 -760 -2%
BCMO
216
Buckingham Capital Management (Ohio)
Ohio
$4.71M 35,448 +71 +0.2%
BRWA
217
B. Riley Wealth Advisors
Florida
$4.69M 35,274 -2,990 -8%
UCFA
218
United Capital Financial Advisors
Texas
$4.65M 35,003 +2,317 +7%
TC
219
Tacita Capital
Ontario, Canada
$4.61M 34,715 +4,555 +15%
MIAN
220
Mariner Independent Advisor Network
Kansas
$4.58M 34,463 +8,374 +32%
GRP
221
Global Retirement Partners
California
$4.58M 34,458 -89 -0.3%
FFG
222
Ford Financial Group
California
$4.58M 34,450 +1,055 +3%
AC
223
Apella Capital
Connecticut
$4.57M 34,410 +10,384 +43%
CA
224
CGN Advisors
Kansas
$4.53M 34,074 +831 +2%
OPS
225
Orion Portfolio Solutions
Nebraska
$4.51M 33,909 +6,113 +22%
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