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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 %
ADL
676
Asset Dedication LLC
California
$12K 101 +101 New
RCA
677
Rowland Carmichael Advisors
Arizona
$12K 102 +102 New
SWM
678
Selective Wealth Management
Virginia
$12K 102 +102 New
COCM
679
Charter Oak Capital Management
New Hampshire
$11K 95 +95 New
BWM
680
Baystate Wealth Management
Massachusetts
$10K 89 +89 New
JWA
681
JFS Wealth Advisors
Pennsylvania
$9K 81 – –
DSC
682
Duncker Streett & Co
Missouri
$8K 72 – –
RAM
683
Riggs Asset Management
Pennsylvania
$8K 68 +68 New
BSSFA
684
Baron Silver Stevens Financial Advisors
Florida
$8K 77 +77 New
SL
685
Savior LLC
Massachusetts
$7K 60 – –
FRA
686
Front Row Advisors
California
$7K 59 – –
RWA
687
Ropes Wealth Advisors
Massachusetts
$7K 61 +61 New
PCG
688
Private Capital Group
Connecticut
$7K 61 +61 New
GFPC
689
Global Financial Private Client
Florida
$6.28K 54 – –
EWM
690
Edge Wealth Management
New York
$6K 52 -1,967 -97%
OC
691
Oakworth Capital
Alabama
$6K 52 – –
CCA
692
Column Capital Advisors
Indiana
$6K 51 – –
EW
693
Element Wealth
Mississippi
$6K 49 – –
FCH
694
Freestone Capital Holdings
Washington
$5.97K 51 – –
IA
695
Inspire Advisors
Idaho
$5K 41 +41 New
BBHBI
696
B, B, H, & B Inc
Alabama
$5K 48 +48 New
APC
697
Aspire Private Capital
North Carolina
$4K 33 +33 New
GAM
698
Gemmer Asset Management
California
$3K 22 – –
IRAG
699
Investment Research & Advisory Group
Georgia
$3K 23 +23 New
CAL
700
Capital Analysts LLC
Pennsylvania
$3K 25 +25 New
26 27
28
29 30