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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 %
EL
476
EQ LLC
Washington
$413K +$413K +3,552 New
VC
477
Veracity Capital
Georgia
$410K +$410K +3,528 New
QAM
478
QCI Asset Management
New York
$408K +$165K +1,420 +68%
MGWM
479
Marks Group Wealth Management
Minnesota
$406K +$98.9K +851 +32%
MLIC
480
Mandatum Life Insurance Company
Finland
$403K -$51.6M -443,776 -99%
NEPPG
481
New England Professional Planning Group
Rhode Island
$396K +$2.91K +25 +0.7%
G
482
GenTrust
Florida
$395K +$395K +3,400 New
WS
483
Wedbush Securities
California
$390K +$21.3K +183 +6%
VSWA
484
Vontobel Swiss Wealth Advisors
Switzerland
$383K – – –
VAS
485
Vestmark Advisory Solutions
Massachusetts
$382K +$1.51K +13 +0.4%
FDCC
486
Foster Dykema Cabot & Co
Massachusetts
$377K -$848K -7,292 -69%
RSWM
487
Robertson Stephens Wealth Management
California
$377K – – –
KP
488
Keel Point
Alabama
$375K +$90.3K +776 +32%
BMWM
489
Brown Miller Wealth Management
Virginia
$371K +$371K +3,191 New
NW
490
NewEdge Wealth
Pennsylvania
$370K +$370K +3,185 New
PCM
491
Parsons Capital Management
Rhode Island
$366K -$3.26K -28 -0.9%
JG
492
Jefferies Group
New York
$365K +$31K +267 +9%
MWM
493
Mascoma Wealth Management
New Hampshire
$363K +$363K +3,127 New
HPC
494
Hobart Private Capital
North Carolina
$359K +$359K +3,089 New
NIC
495
Northwest Investment Counselors
Oregon
$357K +$357K +3,070 New
SW
496
SteelPeak Wealth
California
$354K +$354K +3,042 New
AP
497
Advisor Partners
California
$349K +$349K +3,000 New
FPW
498
Flagship Private Wealth
Massachusetts
$348K +$348K +3,051 New
SMG
499
Spectrum Management Group
Indiana
$338K +$333K +2,869 +7,173%
MWM
500
Minot Wealth Management
Massachusetts
$334K -$336K -2,893 -50%
18 19
20
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