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
+$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 %
UR
426
USCA RIA
Texas
$710K +$710K +6,106 New
PJSIMP
427
P.J. Schmidt Investment Management (PJS)
Wisconsin
$693K +$188K +1,662 +37%
BCM
428
Beck Capital Management
Texas
$692K -$65K -560 -9%
ACG
429
Allen Capital Group
Nebraska
$681K – – –
SCM
430
SOL Capital Management
Maryland
$668K +$668K +5,745 New
IA
431
IFG Advisory
Georgia
$657K -$87.1K -750 -12%
SG
432
StoneX Group
New York
$649K -$330K -2,840 -34%
AIC
433
Ayalon Insurance Company
Israel
$647K +$34K +293 +6%
ATC
434
Argent Trust Co
Tennessee
$643K – – –
AL
435
Aspiriant LLC
California
$633K +$1.28K +11 +0.2%
FA
436
FMA Advisory
Pennsylvania
$623K -$97.5K -839 -14%
PO
437
Private Ocean
California
$617K +$35.3K +304 +6%
SFM
438
Signet Financial Management
New Jersey
$594K -$7.21K -62 -1%
DWT
439
Dorsey & Whitney Trust
South Dakota
$588K -$2.6M -22,360 -82%
RMAM
440
Raab & Moskowitz Asset Management
New Jersey
$581K +$232 +2 +0%
LA
441
LVW Advisors
New York
$580K -$102K -882 -15%
PFG
442
PAX Financial Group
Texas
$571K +$571K +4,910 New
HS
443
Horan Securities
United States
$564K +$239K +2,053 +73%
LFA
444
Lighthouse Financial Advisors
Maryland
$560K -$36K -310 -6%
PWM
445
Paulson Wealth Management
Illinois
$550K – – –
CTA
446
Colonial Trust Advisors
South Carolina
$546K +$137K +1,175 +33%
WFA
447
Wipfli Financial Advisors
Wisconsin
$543K +$543K +4,674 New
GIA
448
Goodwin Investment Advisory
Georgia
$535K +$535K +4,678 New
CA
449
Clearstead Advisors
Ohio
$529K – – –
BTW
450
Boston Trust Walden
Massachusetts
$526K – – –
16 17
18
19 20