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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 %
ICG
501
InterOcean Capital Group
Tennessee
$331K +$331K +2,844 New
MAFM
502
Mid Atlantic Financial Management
Pennsylvania
$329K -$49.8K -428 -13%
NL
503
NWAM LLC
Washington
$328K +$328K +2,819 New
BCA
504
Bay Colony Advisors
Massachusetts
$324K – – –
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$44K +379 +16%
MW
506
Marcum Wealth
Ohio
$322K -$81.3K -699 -20%
CPFP
507
Clear Perspectives Financial Planning
Ohio
$322K +$322K +2,769 New
CA
508
Calton & Associates
Florida
$321K +$321K +2,764 New
TIA
509
Traphagen Investment Advisors
New Jersey
$320K +$23.7K +204 +8%
CA
510
Crumly & Associates
Illinois
$317K +$22.1K +189 +7%
FFWM
511
Future Financial Wealth Management
Ohio
$314K +$314K +2,705 New
CIR
512
Clear Investment Research
Georgia
$313K -$17.1K -147 -5%
EWM
513
EPG Wealth Management
Georgia
$312K +$348 +3 +0.1%
WC
514
Whitney & Co
New York
$308K +$308K +2,634 New
OPWM
515
Oxinas Partners Wealth Management
Indiana
$307K +$307K +2,639 New
BP
516
BBR Partners
New York
$302K – – –
WWM
517
WJ Wealth Management
Arizona
$298K -$22.1K -190 -7%
MYIA
518
Mount Yale Investment Advisors
Colorado
$298K +$298K +2,566 New
WGCA
519
Wolf Group Capital Advisors
Virginia
$295K – – –
APW
520
Acima Private Wealth
Virginia
$294K – – –
CA
521
Cambridge Advisors
Nebraska
$293K +$2.33K +20 +0.8%
IWA
522
Intercontinental Wealth Advisors
Texas
$292K -$110K -946 -27%
HTHT
523
Hemenway Trust Hemenway Trust
New Hampshire
$291K -$22.1K -190 -7%
KWM
524
Keebeck Wealth Management
Illinois
$289K +$289K +2,489 New
FPGK
525
Financial Partners Group (Kansas)
Kansas
$285K -$3.05K -26 -1%
19 20
21
22 23