QUAL icon

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 %
AWP
251
Ascent Wealth Partners
New York
$3.28M -$126K -1,085 -4%
DP
252
Denver PWM
Colorado
$3.25M +$3.25M +28,445 New
MW
253
MBL Wealth
North Carolina
$3.25M +$3.25M +27,924 New
PA
254
PFG Advisors
Arizona
$3.23M -$23.7K -204 -0.7%
GVAG
255
Great Valley Advisor Group
Delaware
$3.17M -$151K -1,299 -5%
Lido Advisors
256
Lido Advisors
California
$3.15M +$1.58M +13,618 +101%
LGA
257
Lebenthal Global Advisors
New York
$3.06M +$3.06M +26,325 New
ICP
258
Interchange Capital Partners
Pennsylvania
$3.04M +$3.04M +26,196 New
ELI
259
Empire Life Investments
Ontario, Canada
$3.02M +$953K +8,200 +46%
AF
260
Advisornet Financial
Minnesota
$2.98M +$476K +4,093 +19%
MIFH
261
Migdal Insurance & Financial Holdings
Israel
$2.98M -$990K -8,519 -25%
MAG
262
MRA Advisory Group
New Jersey
$2.9M +$2.9M +24,991 New
PP
263
Patron Partners
Texas
$2.9M +$2.9M +24,940 New
Citigroup
264
Citigroup
New York
$2.86M -$280K -2,405 -9%
MFG
265
Merit Financial Group
Georgia
$2.85M -$21.7K -187 -0.8%
DWMG
266
DB Wealth Management Group
California
$2.84M +$2.84M +24,420 New
UWM
267
USAdvisors Wealth Management
Minnesota
$2.82M -$13.9K -123 -0.5%
BFS
268
Bickling Financial Services
Massachusetts
$2.78M +$2.78M +23,884 New
FHA
269
Flagship Harbor Advisors
Massachusetts
$2.76M -$86K -740 -3%
SF
270
Symphony Financial
Texas
$2.74M +$29.4K +257 +1%
TPA
271
Trivium Point Advisory
Connecticut
$2.71M +$188K +1,615 +7%
First Trust Advisors
272
First Trust Advisors
Illinois
$2.71M +$155K +1,331 +6%
DT
273
Diversified Trust
Tennessee
$2.66M -$41.5K -357 -2%
OIA
274
OneDigital Investment Advisors
Kansas
$2.61M -$177K -1,525 -6%
TFO
275
Tarbox Family Office
California
$2.6M -$764K -6,576 -23%
9 10
11
12 13