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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 %
IFG
451
Investors Financial Group
Minnesota
$524K -$136K -1,172 -21%
RIM
452
Regent Investment Management
Kentucky
$520K +$105K +906 +25%
CA
453
Continuum Advisory
Idaho
$519K -$55.6K -478 -10%
AWA
454
Alta Wealth Advisors
Massachusetts
$513K +$513K +4,412 New
WDG
455
Wealth Dimensions Group
Ohio
$512K +$512K +4,409 New
LNC
456
Lincoln National Corp
Pennsylvania
$503K +$503K +4,323 New
OWA
457
Octavia Wealth Advisors
Ohio
$496K +$496K +4,265 New
HB
458
Homrich & Berg
Georgia
$496K +$496K +4,266 New
CWA
459
Clearview Wealth Advisors
Oregon
$494K +$494K +4,247 New
DAS
460
Dynamic Advisor Solutions
Arizona
$492K -$200K -1,719 -29%
SRIM
461
Saratoga Research & Investment Management
California
$490K +$490K +4,213 New
MFW
462
Meristem Family Wealth
Minnesota
$488K – – –
ANTB
463
AMG National Trust Bank
Colorado
$483K – – –
FTS
464
Fifth Third Securities
Ohio
$479K -$4.42K -38 -0.9%
DS
465
Dudley & Shanley
Florida
$466K – – –
LWM
466
Laidlaw Wealth Management
New York
$465K +$465K +4,002 New
BOPW
467
Brandywine Oak Private Wealth
Pennsylvania
$461K -$29.9K -257 -6%
RC
468
RegentAtlantic Capital
New Jersey
$458K +$82.3K +709 +22%
PPP
469
Private Portfolio Partners
New Jersey
$456K +$27.5K +237 +6%
William Blair & Company
470
William Blair & Company
Illinois
$447K +$236K +2,034 +112%
TSA
471
Tri-Star Advisors
Texas
$439K +$74.4K +637 +20%
NF
472
Nikulski Financial
Iowa
$436K +$65K +560 +18%
GEA
473
Glen Eagle Advisors
New Jersey
$435K +$353K +3,040 +434%
MMM
474
Mendel Money Management
Illinois
$421K +$62.2K +536 +17%
TI
475
Trexquant Investment
Connecticut
$415K -$3.29M -28,275 -89%
17 18
19
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