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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 %
EWA
326
Exencial Wealth Advisors
Oklahoma
$1.68M +$175K +1,508 +12%
CWM
327
Cornerstone Wealth Management
Missouri
$1.66M +$157K +1,352 +10%
NFP
328
Novak Financial Planning
Maryland
$1.65M +$1.65M +14,189 New
AP
329
Adero Partners
California
$1.63M +$2.67K +23 +0.2%
Deutsche Bank
330
Deutsche Bank
Germany
$1.62M -$18.3K -157 -1%
HC
331
Hoese & Co
Minnesota
$1.61M +$1.61M +14,255 New
AW
332
ACG Wealth
Georgia
$1.59M +$5.46K +47 +0.3%
BFC
333
Bedel Financial Consulting
Indiana
$1.59M +$129K +1,111 +9%
RJT
334
Raymond James Trust
Florida
$1.58M +$284K +2,444 +22%
WLIM
335
White Lighthouse Investment Management
Massachusetts
$1.54M -$135K -1,158 -8%
BFA
336
Beacon Financial Advisory
Ohio
$1.54M +$292K +2,511 +23%
PAMG
337
Patton Albertson Miller Group
Tennessee
$1.51M +$20.4K +171 +1%
CBFP
338
Cedar Brook Financial Partners
Ohio
$1.5M -$117K -1,005 -7%
IA
339
IFP Advisors
Florida
$1.49M +$113K +981 +8%
MSA
340
Marino Stram & Associates
Massachusetts
$1.48M +$50.9K +438 +4%
KWM
341
Kingsview Wealth Management
Oregon
$1.45M +$327K +2,816 +29%
WWP
342
Waypoint Wealth Partners
California
$1.44M +$1.44M +12,370 New
NSB
343
Norway Savings Bank
Maine
$1.43M +$318K +2,735 +28%
9WM
344
9258 Wealth Management
Ohio
$1.41M -$87.2K -750 -6%
ACS
345
Archford Capital Strategies
Illinois
$1.4M +$21.1K +180 +2%
BCP
346
Blackhawk Capital Partners
Wisconsin
$1.36M -$172K -1,659 -11%
FI
347
Financial Insights
Washington
$1.34M +$104K +892 +8%
MWM
348
Mattern Wealth Management
Kansas
$1.33M -$919K -7,911 -41%
EE
349
EWG Elevate
California
$1.32M -$18.8K -162 -1%
TFM
350
TFC Financial Management
Massachusetts
$1.31M -$27.5K -237 -2%
12 13
14
15 16