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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 %
FC
276
Ferris Capital
Massachusetts
$2.56M -$269K -2,311 -9%
BA
277
Bristlecone Advisors
Washington
$2.56M +$444K +3,821 +21%
FF
278
FourThought Financial
Florida
$2.55M +$2.55M +21,959 New
LB
279
Leo Brokerage
Texas
$2.55M -$911K -7,836 -26%
ASN
280
Advisory Services Network
Georgia
$2.55M -$80K -689 -3%
GFG
281
Greystone Financial Group
Michigan
$2.52M +$2.52M +21,196 New
SPC
282
Sigma Planning Corp
Michigan
$2.48M +$327K +2,812 +15%
JWCA
283
J.W. Cole Advisors
Florida
$2.44M +$959K +8,251 +65%
AC
284
Apella Capital
Connecticut
$2.4M +$229K +1,967 +11%
AI
285
Atria Investments
North Carolina
$2.4M +$672K +5,786 +39%
WWM
286
Western Wealth Management
Colorado
$2.37M -$1.15M -9,894 -33%
Mariner
287
Mariner
Kansas
$2.37M +$198K +1,700 +9%
SWM
288
Sugarloaf Wealth Management
Georgia
$2.36M – – –
BAM
289
Bruderman Asset Management
New York
$2.36M +$2.36M +20,328 New
BCI
290
Brinker Capital Investments
Pennsylvania
$2.36M -$2.58M -22,190 -52%
BSAM
291
Blue Sky Asset Management
Colorado
$2.27M -$677K -5,796 -23%
FAIM
292
Financial Advocates Investment Management
Washington
$2.26M +$535K +4,816 +31%
EVM
293
Eaton Vance Management
Massachusetts
$2.24M +$415K +3,575 +23%
CWM
294
Cabot Wealth Management
Massachusetts
$2.22M +$241K +2,077 +12%
FFBTD
295
First Financial Bank - Trust Division
Ohio
$2.22M -$17.5M -150,692 -89%
SCA
296
Snowden Capital Advisors
New York
$2.21M -$48.7K -419 -2%
HTC
297
Hershey Trust Company
Pennsylvania
$2.21M -$1.74M -15,000 -44%
Creative Planning
298
Creative Planning
Kansas
$2.21M +$604K +5,199 +38%
DWM
299
Doyle Wealth Management
Florida
$2.21M +$536K +4,616 +32%
DWA
300
Dorsey Wright & Associates
California
$2.2M -$276K -2,373 -11%
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