QUAL icon

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 %
PCIA
626
Prime Capital Investment Advisors
Kansas
$56K 482 -9 -2%
TWP
627
TFO Wealth Partners
Ohio
$55K 470 – –
AWM
628
AllSquare Wealth Management
New York
$49K 425 +206 +94%
CFB
629
Cullen/Frost Bankers
Texas
$48K 416 – –
AAP
630
Arax Advisory Partners
Colorado
$48K 414 +2 +0.5%
PS
631
Planned Solutions
California
$45K 386 – –
AIC
632
Archer Investment Corporation
Indiana
$45K 387 – –
ADIM
633
Alpha DNA Investment Management
Maryland
$43K 375 +375 New
SWP
634
ShoreHaven Wealth Partners
New Jersey
$42K 365 +365 New
HWA
635
Heritage Wealth Advisors
Virginia
$40K 343 – –
LDFR
636
Lehman & Derafelo Financial Resources
Pennsylvania
$40K 346 – –
AA
637
Ancora Advisors
Ohio
$37K 316 – –
JFA
638
JNBA Financial Advisors
Minnesota
$37K 315 – –
IWP
639
IAG Wealth Partners
Wisconsin
$37K 316 – –
AWM
640
Avior Wealth Management
Nebraska
$35K 302 +1 +0.3%
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$35K 300 +300 New
TPCW
642
TD Private Client Wealth
New York
$31.5K 271 – –
SQA
643
Simon Quick Advisors
New Jersey
$30K 260 -1,914 -88%
MCM
644
McMillion Capital Management
North Carolina
$30K 260 +260 New
TAM
645
Tucker Asset Management
Colorado
$30K 258 +258 New
MHR
646
Matthew Hamilton Rosenberg
$29K 252 – –
MIM
647
Merrion Investment Management
New Jersey
$29K 249 +249 New
HI
648
Hudock Inc
Pennsylvania
$26K 228 +228 New
TH
649
TCTC Holdings
Texas
$25K 215 – –
AWM
650
Accel Wealth Management
Iowa
$23K 195 +195 New
24 25
26
27 28