QUAL icon

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 %
Chevy Chase Trust
401
Chevy Chase Trust
Maryland
$843K -$338K -2,904 -29%
HCIA
402
Hochman Cole Investment Advisors
Illinois
$840K +$19.8K +170 +2%
LS
403
Leelyn Smith
Illinois
$840K +$47K +404 +6%
WWM
404
Wolff Wiese Magana
California
$832K +$832K +7,161 New
NFG
405
Next Financial Group
Texas
$822K -$7.33K -63 -0.9%
IWP
406
Icon Wealth Partners
Texas
$812K +$375K +3,227 +86%
FIM
407
Fernwood Investment Management
Massachusetts
$795K – – –
D
408
Diversified
Delaware
$789K +$789K +6,844 New
BSW
409
Buckingham Strategic Wealth
Missouri
$787K +$48K +413 +6%
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$784K +$402K +3,454 +105%
PP
411
Prudential plc
United Kingdom
$772K -$314K -2,700 -29%
SHJ
412
Sharkey, Howes & Javer
Colorado
$770K – – –
WA
413
WBH Advisory
Maryland
$769K -$9.74K -83 -1%
PIA
414
Perennial Investment Advisors
California
$762K -$44.6K -384 -6%
PPW
415
Pasadena Private Wealth
California
$747K -$34.7K -298 -4%
FPCM
416
Financial Partners Capital Management
New York
$742K +$46.1K +397 +7%
AWM
417
Alterna Wealth Management
Texas
$741K +$8.6K +74 +1%
WFM
418
Wolff Financial Management
Michigan
$741K +$741K +6,375 New
GSC
419
G&S Capital
Colorado
$739K +$133K +1,143 +22%
BCA
420
Biltmore Capital Advisors
New Jersey
$735K +$453K +3,899 +161%
ECM
421
Evergreen Capital Management
Washington
$730K +$22.7K +195 +3%
TWM
422
Tolleson Wealth Management
Texas
$728K +$176K +1,517 +32%
MSAGDF
423
Moneda SA Administradora General de Fondos
Chile
$727K -$221K -1,904 -23%
RA
424
RFG Advisory
Alabama
$726K -$82.6K -705 -10%
CFG
425
Cooper Financial Group
California
$724K -$283K -2,435 -28%
15 16
17
18 19