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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 %
BFA
526
Beaumont Financial Advisors
Massachusetts
$285K +$285K +2,452 New
RFC
527
Regions Financial Corp
Alabama
$282K -$84.5K -726 -23%
PPA
528
Parametric Portfolio Associates
Washington
$281K +$1.86K +16 +0.7%
LWM
529
Liberty Wealth Management
California
$279K +$263K +2,298 +1,641%
Northern Trust
530
Northern Trust
Illinois
$278K -$22.5K -194 -7%
FFC
531
Fure Financial Corporation
Minnesota
$276K +$24.3K +209 +10%
UBV
532
United Bank (Virginia)
Virginia
$275K -$354K -3,047 -56%
JFS
533
JD Financial Services
Pennsylvania
$273K +$273K +2,350 New
TLFA
534
True Link Financial Advisors
California
$271K +$271K +2,335 New
TI
535
tru Independence
Oregon
$267K -$2.14M -18,413 -89%
DTC
536
Davidson Trust Company
Washington
$267K -$19.6K -169 -7%
VFA
537
Valeo Financial Advisors
Indiana
$267K +$42.6K +367 +19%
APW
538
Austin Private Wealth
Texas
$267K +$267K +2,296 New
BA
539
Bellwether Advisors
Nebraska
$264K +$264K +2,276 New
S
540
SignatureFD
Georgia
$261K +$181K +1,560 +228%
LG
541
Leuthold Group
Minnesota
$260K – – –
HFA
542
High Falls Advisors
New York
$260K +$260K +2,233 New
GA
543
Geller Advisors
New York
$258K – – –
LA
544
LexAurum Advisors
Kansas
$256K -$74K -637 -22%
SS
545
Sunbelt Securities
Texas
$249K -$6.85K -59 -3%
WT
546
Washington Trust
Rhode Island
$248K +$248K +2,130 New
FWP
547
Firethorn Wealth Partners
Georgia
$246K +$246K +2,114 New
AW
548
Avion Wealth
Texas
$245K – – –
TF
549
Trek Financial
Arizona
$239K +$239K +2,053 New
WP
550
WealthPLAN Partners
Nebraska
$238K -$1.41K -12 -0.6%
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