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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 %
First Manhattan
376
First Manhattan
New York
$1.01M -$421K -3,625 -29%
BT
377
Brandywine Trust
Delaware
$1.01M – – –
SEIA
378
Signature Estate & Investment Advisors
California
$986K -$54.4M -468,182 -98%
CAAS
379
Capital Asset Advisory Services
Michigan
$985K -$107K -920 -10%
FCA
380
FLC Capital Advisors
California
$983K -$34.2K -294 -3%
TA
381
TrueWealth Advisors
Alabama
$981K +$981K +8,408 New
CWP
382
CFM Wealth Partners
Texas
$977K +$573K +4,928 +142%
CCA
383
Clearwater Capital Advisors
Illinois
$962K -$20.3K -175 -2%
GT
384
Glenmede Trust
Pennsylvania
$953K +$6.38K +55 +0.7%
FEG
385
Financial Enhancement Group
Indiana
$939K +$2.09K +18 +0.2%
HH
386
Hilltop Holdings
Texas
$936K +$289K +2,487 +45%
LJAC
387
L.J. Altfest & Co
New York
$934K +$458K +3,944 +96%
NR
388
Newfound Research
Massachusetts
$926K +$926K +7,971 New
BFG
389
Barber Financial Group
Kansas
$919K -$776K -6,674 -46%
TP
390
Tranquility Partners
Tennessee
$909K +$73.3K +631 +9%
KA
391
Kovack Advisors
Florida
$901K +$125K +1,075 +16%
GT
392
Greenleaf Trust
Michigan
$880K +$87.8K +756 +11%
SWM
393
SVA Wealth Management
Wisconsin
$870K – – –
4WM
394
4J Wealth Management
Virginia
$869K +$869K +7,479 New
C1AG
395
Client 1st Advisory Group
Florida
$863K -$26.2K -227 -3%
MOS
396
MGO One Seven
Ohio
$862K +$212K +1,824 +33%
Two Sigma Advisers
397
Two Sigma Advisers
New York
$860K +$860K +7,400 New
KIM
398
Karpus Investment Management
New York
$858K -$591K -5,080 -41%
JSL
399
JT Stratford LLC
Georgia
$856K -$1.74K -15 -0.2%
SBSB
400
Sullivan, Bruyette, Speros & Blaney
Virginia
$848K – – –
14 15
16
17 18