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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 %
STA
551
Summit Trail Advisors
New York
$237K 2,038 +2,038 New
CAM
552
Concorde Asset Management
Michigan
$236K 2,031 -2,898 -59%
AWA
553
Alaska Wealth Advisors
Alaska
$236K 2,035 -833 -29%
BRWM
554
B. Riley Wealth Management
Tennessee
$236K 2,030 +2,030 New
BCM
555
BTR Capital Management
California
$234K 2,014 – –
BFEC
556
Benjamin F. Edwards & Company
Missouri
$234K 2,012 +1,012 +101%
Wolverine Trading
557
Wolverine Trading
Illinois
$234K 2,024 +2,024 New
ONST
558
Old North State Trust
North Carolina
$230K 1,982 -1,914 -49%
HA
559
HYA Advisors
Missouri
$228K 1,963 – –
SAM
560
Strategy Asset Managers
California
$227K 1,957 +1 +0.1%
Fisher Asset Management
561
Fisher Asset Management
Washington
$223K 1,917 -1,634 -46%
TW
562
TrinityPoint Wealth
Connecticut
$221K 1,893 +1,893 New
WIA
563
World Investment Advisors
California
$219K 1,828 -122 -6%
OPCM
564
Osborne Partners Capital Management
California
$217K 1,864 +1,864 New
BJL
565
Brighton Jones LLC
Washington
$217K 1,868 +1,868 New
LSPW
566
Lake Street Private Wealth
Illinois
$217K 1,871 +1,871 New
TSS
567
Two Sigma Securities
New York
$216K 1,855 +1,855 New
SIC
568
Salem Investment Counselors
North Carolina
$215K 1,853 +1,613 +672%
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$215K 1,846 +1,846 New
OAM
570
Oppenheimer Asset Management
New York
$213K 1,830 +1,830 New
Principal Financial Group
571
Principal Financial Group
Iowa
$213K 1,833 +1,833 New
I
572
INVST
Indiana
$213K 1,833 +1,833 New
UFA
573
US Financial Advisors
Massachusetts
$212K 1,828 +1,828 New
NFC
574
Northeast Financial Consultants
Connecticut
$210K 1,805 +1,805 New
GSIS
575
Global Strategic Investment Solutions
Arizona
$209K 1,802 +1,802 New
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23
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