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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

706 hedge funds and large institutions have $16.4B invested in iShares MSCI USA Quality Factor ETF in 2020 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 252 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+140
Holders Change %
+24.73%
% of All Funds
12.53%
Holding in Top 10
116
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.37%
% of All Funds
2.06%
New
178
Increased
252
Reduced
197
Closed
29
Calls
$25.8M
Puts
$302K
Net Calls
+$25.5M
Net Calls Change
+$3.37M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$558M
2
PI
PFS Investments
Georgia
$89.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$73.3M
4
Goldman Sachs
Goldman Sachs
New York
$75.7M
5
HighTower Advisors
HighTower Advisors
Illinois
$69.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.6M
2
JPG
Jordan Park Group
California
$0
3
AF
Allworth Financial
California
$128M
4
SEIA
Signature Estate & Investment Advisors
California
$986K
5
MLIC
Mandatum Life Insurance Company
Finland
$403K
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
226
Prudential Financial
New Jersey
$4.02M +$767K +6,601 +24%
LNB
227
Ledyard National Bank
$3.93M -$172K -1,478 -4%
APA
228
American Portfolios Advisors
New York
$3.92M -$373K -3,213 -9%
MCM
229
MAI Capital Management
Ohio
$3.89M +$3.89M +33,512 New
UWPG
230
Ullmann Wealth Partners Group
Florida
$3.84M +$1.56M +13,464 +69%
CA
231
CGN Advisors
Kansas
$3.83M +$3.83M +32,979 New
BRWA
232
B. Riley Wealth Advisors
Florida
$3.83M -$73.6K -633 -2%
GP
233
Geneva Partners
Wisconsin
$3.83M +$850K +7,317 +29%
FFG
234
Ford Financial Group
California
$3.77M +$176K +1,519 +5%
CFA
235
Carroll Financial Associates
North Carolina
$3.76M +$142K +1,225 +4%
TC
236
Tacita Capital
Ontario, Canada
$3.72M +$3.72M +32,030 New
MA
237
Mutual Advisors
Nebraska
$3.65M -$3.37M -28,958 -48%
MCC
238
Money Concepts Capital
Florida
$3.64M +$3.64M +31,316 New
FFN
239
Focus Financial Network
Minnesota
$3.53M +$1.33M +11,464 +61%
SW
240
SlateStone Wealth
Florida
$3.5M -$723K -6,219 -17%
TCWM
241
Total Clarity Wealth Management
Illinois
$3.5M +$105K +901 +3%
FG
242
Foster Group
Iowa
$3.43M +$3.43M +29,747 New
FSA
243
Financial Sense Advisors
California
$3.41M -$456K -3,921 -12%
IWM
244
IHT Wealth Management
Illinois
$3.39M +$145K +1,248 +4%
VIM
245
Vista Investment Management
Pennsylvania
$3.38M +$271K +2,331 +9%
JIP
246
Jaffetilchin Investment Partners
Florida
$3.38M -$156K -1,343 -4%
OPS
247
Orion Portfolio Solutions
Nebraska
$3.35M -$228K -1,965 -6%
GWM
248
Geneos Wealth Management
Colorado
$3.34M -$1.63M -14,457 -33%
PPWM
249
PFG Private Wealth Management
Florida
$3.32M +$158K +1,357 +5%
5L
250
55I LLC
Massachusetts
$3.31M -$1.76M -15,152 -35%
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