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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 %
MIM
301
Macroview Investment Management
Maryland
$2.2M +$574K +4,941 +35%
MCM
302
Mattern Capital Management
Colorado
$2.2M -$2.32K -20 -0.1%
LWM
303
Lionsbridge Wealth Management
Florida
$2.17M +$61.5K +529 +3%
MAG
304
Mayfair Advisory Group
Alabama
$2.17M +$194K +1,670 +10%
Two Sigma Investments
305
Two Sigma Investments
New York
$2.12M +$2.12M +18,200 New
SWA
306
Stratos Wealth Advisors
Ohio
$2.11M +$398K +3,423 +23%
Comerica Bank
307
Comerica Bank
Texas
$2.11M +$564K +4,831 +36%
TFS
308
TrustCore Financial Services
Tennessee
$2.07M +$615K +5,295 +42%
AWA
309
Acorn Wealth Advisors
Michigan
$2.05M +$504K +4,341 +33%
Jane Street
310
Jane Street
New York
$2.04M +$2.04M +17,531 New
LFAS
311
Level Four Advisory Services
Texas
$2.01M -$241K -2,075 -11%
ISG
312
Investment Security Group
Colorado
$1.99M -$23.6K -203 -1%
AFP
313
Ausdal Financial Partners
Iowa
$1.96M +$1.15M +9,910 +142%
HT
314
HAP Trading
New York
$1.96M +$1.96M +16,903 New
AWM
315
Aries Wealth Management
Maine
$1.96M +$18.8K +160 +1%
MIAN
316
Mariner Independent Advisor Network
Kansas
$1.95M +$1.95M +16,752 New
AT
317
Arden Trust
Delaware
$1.91M -$3.57M -30,727 -65%
SXL
318
Summit X LLC
Missouri
$1.9M -$1.2M -10,355 -39%
Brown Advisory
319
Brown Advisory
Maryland
$1.83M +$681K +5,864 +59%
FTUS
320
Flow Traders U.S.
New York
$1.83M +$1.1M +9,498 +153%
MMA
321
Miracle Mile Advisors
California
$1.81M +$122K +1,052 +7%
BAM
322
Belpointe Asset Management
Nevada
$1.79M +$1.62M +13,955 +964%
FCA
323
FinTrust Capital Advisors
South Carolina
$1.79M +$1.79M +15,404 New
FGAM
324
Financial Gravity Asset Management
Texas
$1.77M +$1.77M +15,248 New
WP
325
WealthShield Partners
North Carolina
$1.72M +$257K +2,212 +18%
11 12
13
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