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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.

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
1
Envestnet Asset Management
Illinois
$558M
2
PI
2
PFS Investments
Georgia
$89.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$73.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$75.7M
5
1WM
5
1900 Wealth Management
Texas
$60.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.6M
2
JPG
2
Jordan Park Group
California
$0
3
AF
3
Allworth Financial
California
$128M
4
SEIA
4
Signature Estate & Investment Advisors
California
$986K
5
MLIC
5
Mandatum Life Insurance Company
Finland
$403K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$90.9M 781,936 +84,539 +12%
PI
27
PFS Investments
Georgia
$89.5M 766,623 +691,489 +920%
RJA
28
Raymond James & Associates
Florida
$87.4M 752,118 +15,193 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$87M 748,308 -155,526 -17%
IWC
30
Integrated Wealth Concepts
Massachusetts
$85.3M 733,733 +39,226 +6%
TC
31
Trilogy Capital
California
$84.8M 730,073 -95,027 -12%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$81.5M 701,015 +133,869 +24%
MWM
33
Merriman Wealth Management
Washington
$76.4M 657,718 +47,050 +8%
Goldman Sachs
34
Goldman Sachs
New York
$75.7M 651,799 +582,201 +837%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$73.6M 633,473 -3,436,518 -84%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$73.3M 9,662 +9,662 New
HighTower Advisors
37
HighTower Advisors
Illinois
$69.3M 596,708 +350,929 +143%
US Bancorp
38
US Bancorp
Minnesota
$65.5M 563,373 -3,866 -0.7%
CMO
39
Covenant Multifamily Offices
Texas
$61M 525,162 -67,301 -11%
1WM
40
1900 Wealth Management
Texas
$60.8M 523,449 +523,449 New
BDF
41
Balasa Dinverno & Foltz
$52.9M 455,244 +28,619 +7%
WA
42
Waddell & Associates
Tennessee
$52.1M 448,279 +5,851 +1%
AWM
43
AE Wealth Management
Kansas
$51.9M 446,351 +331,298 +288%
SFG
44
SNS Financial Group
Minnesota
$51.4M 442,353 +29,438 +7%
MML Investors Services
45
MML Investors Services
Massachusetts
$50.1M 431,528 +43,312 +11%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$49.7M 428,089 +89,693 +27%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$49.4M 425,147 -71,078 -14%
SS
48
Simplicity Solutions
Minnesota
$48.1M 414,035 +300,382 +264%
SMA
49
Sage Mountain Advisors
Georgia
$45.3M 389,514 +389,514 New
SFA
50
Stewardship Financial Advisors
Georgia
$44.3M 381,373 -9,401 -2%
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