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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 %
HR
701
Howe & Rusling
New York
$2K 14 – –
CWC
702
Carolinas Wealth Consulting
North Carolina
$2K 13 +13 New
CRI
703
Colonial River Investments
Virginia
$288 2,430 +2,430 New
WIM
704
Westside Investment Management
California
$23 200 – –
JPG
705
Jordan Park Group
California
– – -2,100,187 Closed
EMPI
706
Elo Mutual Pension Insurance
Finland
– – -475,300 Closed
OCPWS
707
One Charles Private Wealth Services
Massachusetts
– – -169,733 Closed
TEE
708
Tibra Equities Europe
United Kingdom
– – -166,764 Closed
Nuveen Asset Management
709
Nuveen Asset Management
Illinois
– – -96,000 Closed
SAMC
710
Spectrum Asset Management (California)
California
– – -52,775 Closed
SG Americas Securities
711
SG Americas Securities
New York
– – -32,993 Closed
FMLI
712
Fukoku Mutual Life Insurance
Japan
– – -28,000 Closed
CC
713
Copperleaf Capital
North Carolina
– – -23,883 Closed
V
714
Veritable
Delaware
– – -5,624 Closed
WAG
715
Winthrop Advisory Group
Massachusetts
– – -4,860 Closed
APP
716
Avantax Planning Partners
Iowa
– – -4,674 Closed
IFS
717
Ifrah Financial Services
Arkansas
– – -3,848 Closed
PK
718
Pflug Koory
Nebraska
– – -3,010 Closed
CS
719
Credit Suisse
Switzerland
– – -2,812 Closed
DL
720
DOHJ LLC
Washington
– – -2,697 Closed
RT
721
Rockland Trust
Massachusetts
– – -2,472 Closed
SAM
722
Stringer Asset Management
Tennessee
– – -2,369 Closed
T
723
TRUADVICE
Florida
– – -2,051 Closed
PBF
724
Petix & Botte Financial
California
– – -1,991 Closed
CS
725
Comerica Securities
Michigan
– – -1,984 Closed
26 27 28
29
30