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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
+$93M
2
PI
PFS Investments
Georgia
+$80.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$73.3M
4
Goldman Sachs
Goldman Sachs
New York
+$67.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$40.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$399M
2
JPG
Jordan Park Group
California
-$218M
3
AF
Allworth Financial
California
-$114M
4
SEIA
Signature Estate & Investment Advisors
California
-$54.4M
5
MLIC
Mandatum Life Insurance Company
Finland
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
351
Pure Financial Advisors
California
$1.3M +$1.3M +11,209 New
SC
352
Soundwatch Capital
Connecticut
$1.3M -$80.8K -695 -6%
WA
353
Winfield Associates
Ohio
$1.29M -$8.72K -75 -0.7%
STB
354
S&T Bank
Pennsylvania
$1.28M -$148K -1,273 -10%
EPA
355
Element Pointe Advisors
Florida
$1.26M – – –
TRCT
356
Tower Research Capital (TRC)
New York
$1.26M +$1.26M +10,799 New
OC
357
Oppenheimer & Co
New York
$1.25M +$51.5K +443 +4%
MFW
358
Mosaic Family Wealth
Missouri
$1.24M +$37.2K +320 +3%
CWS
359
Cypress Wealth Services
California
$1.24M +$1.24M +10,658 New
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$639K +5,499 +109%
TFA
361
Teamwork Financial Advisors
Texas
$1.22M +$18.6K +160 +2%
BB
362
Busey Bank
Illinois
$1.21M -$243K -2,095 -17%
CL
363
COWA LLC
Oklahoma
$1.16M +$1.16M +9,962 New
CI
364
Cavalier Investments
Georgia
$1.15M +$1.15M +9,853 New
DWP
365
Destiny Wealth Partners
Florida
$1.14M +$1.14M +9,790 New
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$1.13M +$1.13M +9,700 New
PWM
367
Perigon Wealth Management
California
$1.13M +$103K +884 +10%
JWBC
368
John W. Brooker & Co
California
$1.12M -$6.86K -59 -0.6%
CAM
369
Cozad Asset Management
Illinois
$1.11M +$1.11M +9,530 New
AP
370
Agilis Partners
Massachusetts
$1.1M +$677K +5,823 +159%
RF
371
Rollins Financial
Georgia
$1.09M +$1.09M +9,395 New
CA
372
Corrado Advisors
New Jersey
$1.09M +$51.8K +446 +5%
BWP
373
Bernardo Wealth Planning
Pennsylvania
$1.07M +$54.5K +469 +5%
PIM
374
Provident Investment Management
Michigan
$1.05M +$1.05M +9,056 New
KIA
375
KCM Investment Advisors
California
$1.03M – – –
13 14
15
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