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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 %
Kayne Anderson Rudnick Investment Management
601
Kayne Anderson Rudnick Investment Management
California
$111K 956 +294 +44%
VCM
602
Vigilant Capital Management
Maine
$109K 938 +938 New
RG
603
Retirement Group
California
$102K 880 -574 -39%
ICM
604
Islay Capital Management
Texas
$101K 870 – –
CB
605
CNB Bank
Pennsylvania
$98K 843 -94 -10%
OSAM
606
O'Shaughnessy Asset Management
Connecticut
$96K 828 +828 New
SSB
607
Sandy Spring Bank
Maryland
$88K 758 – –
AFS
608
Annapolis Financial Services
Maryland
$87K 751 +751 New
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K 720 +720 New
LWP
610
Laurel Wealth Planning
Minnesota
$80K 685 +685 New
AWA
611
Arkadios Wealth Advisors
Georgia
$80K 694 +690 +17,250%
SSC
612
Syverson Strege & Co
Iowa
$78K 675 +675 New
PFP
613
Pinnacle Financial Partners
Tennessee
$76K 729 – –
BHWM
614
Bay Harbor Wealth Management
Maryland
$76K 650 +650 New
CHA
615
Carmichael Hill & Associates
Maryland
$72K 623 -13 -2%
Jones Financial Companies
616
Jones Financial Companies
Missouri
$70K 602 +602 New
FPFS
617
First Personal Financial Services
North Carolina
$67K 575 – –
HNB
618
Huntington National Bank
Ohio
– – – –
ZB
619
Zions Bancorporation
Utah
$67K 577 – –
SNT
620
Security National Trust
West Virginia
$67K 575 +97 +20%
JCM
621
Jacobi Capital Management
Pennsylvania
$67K 579 +220 +61%
AIM
622
Anchor Investment Management
South Carolina
$66.6K 573 – –
LAS
623
Lloyd Advisory Services
Georgia
$65K 556 +416 +297%
KPCM
624
Kings Point Capital Management
New York
$58K 500 – –
RIM
625
Rockbridge Investment Management
New York
$57K 490 – –
23 24
25
26 27