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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 %
CBT
651
CoreFirst Bank & Trust
Kansas
$23K 198 +198 New
BWM
652
Birchcreek Wealth Management
Ohio
$23K 199 +199 New
CB
653
Community Bank
New York
$23K 200 +200 New
FWP
654
FAS Wealth Partners
Kansas
$23K 202 +202 New
SIAG
655
Safeguard Investment Advisory Group
California
$23K 205 +205 New
M
656
MOTCO
Texas
$21K 179 -111 -38%
IRC
657
Investors Research Corp
Georgia
$21K 181 +85 +89%
VRM
658
Vectors Research Management
New York
$19K 166 -54 -25%
CFO
659
CVA Family Office
Colorado
$19K 161 – –
BC
660
Bartlett & Co
Ohio
$19K 160 – –
BWM
661
BerganKDV Wealth Management
Minnesota
$19K 165 +165 New
BCWM
662
Bartlett & Co Wealth Management
Ohio
$18.6K 160 – –
SCP
663
Syntal Capital Partners
Texas
$17.6K 151,803 +535 +0.4%
LC
664
Lindbrook Capital
California
$17K 142 – –
TCOV
665
Trust Company of Vermont
Vermont
$16K 135 – –
CFN
666
Cordasco Financial Network
Florida
$15K 128 – –
MCM
667
MV Capital Management
Maryland
$15K 132 – –
CAPTRUST Financial Advisors
668
CAPTRUST Financial Advisors
North Carolina
$14K 124 -1,966 -94%
HFA
669
Hoover Financial Advisors
Pennsylvania
$14K 125 – –
KFI
670
Key Financial Inc
Pennsylvania
$14K 118 +118 New
IAS
671
IMA Advisory Services
Colorado
$14K 119 +119 New
IF
672
Ironwood Financial
Arizona
$13K 114 – –
OIM
673
Oder Investment Management
California
$13K 109 +109 New
CAGAS
674
Capital Advisory Group Advisory Services
Minnesota
$13K 116 +116 New
WEC
675
Winslow Evans & Crocker
Massachusetts
$12K 100 – –
25 26
27
28 29