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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 %
FNBT
576
FineMark National Bank & Trust
Florida
$208K 1,790 +1,790 New
GLA
577
Good Life Advisors
Pennsylvania
$206K 1,789 +1,789 New
JGIA
578
Jackson Grant Investment Advisers
Connecticut
$205K 1,765 +902 +105%
AAMA
579
Advanced Asset Management Advisors
Ohio
$205K 1,763 +1,763 New
CFD
580
Creative Financial Designs
Indiana
$204K 1,752 -608 -26%
FNWM
581
Financial Network Wealth Management
Utah
$203K 1,746 +1,746 New
SMFG
582
Sumitomo Mitsui Financial Group
Japan
$199K 1,711 +198 +13%
PGAM
583
Princeton Global Asset Management
New Jersey
$183K 1,578 – –
Bank Julius Baer & Co
584
Bank Julius Baer & Co
Switzerland
$179K 1,540 +2 +0.1%
CWM
585
Consultiva Wealth Management
Puerto Rico
$169K 1,458 +1,458 New
PFO
586
Pathstone Family Office
New Jersey
$167K 1,436 +6 +0.4%
FCM
587
Firestone Capital Management
Florida
$151K 1,300 – –
OCM
588
Orion Capital Management
California
$144K 1,237 +1,237 New
PCA
589
Providence Capital Advisors
North Carolina
$141K 1,211 +1,211 New
BWP
590
Baldwin Wealth Partners
Massachusetts
$138K 1,184 – –
IFAM
591
Institutional & Family Asset Management
Colorado
$137K 1,180 -125 -10%
PWMG
592
Prestige Wealth Management Group
New Jersey
$134K 1,157 -3,400 -75%
HBT
593
Hills Bank & Trust
Iowa
$134K 1,152 – –
EWA
594
EP Wealth Advisors
California
$127K 1,090 +1,090 New
FFA
595
Founders Financial Alliance
North Carolina
$124K 1,069 +109 +11%
LFG
596
Larson Financial Group
Missouri
$124K 1,066 +1,005 +1,648%
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$122K 1,054 +405 +62%
MPCG
598
Matrix Private Capital Group
New York
$121K 1,043 +1,043 New
PFA
599
Professional Financial Advisors
Nebraska
$117K 1,009 +97 +11%
TFGT
600
TS Financial Group (TSFG)
Illinois
$112K 963 -386 -29%
22 23
24
25 26