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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 %
JIC
51
Johnson Investment Counsel
Ohio
$44.1M 379,698 +11,087 +3%
CFFP
52
Center for Financial Planning
Michigan
$43.5M 374,340 -1,323 -0.4%
DADC
53
D.A. Davidson & Co
Montana
$42.8M 368,544 -325 -0.1%
AWS
54
AJ Wealth Strategies
New York
$42.2M 363,150 +7,695 +2%
COF
55
Capital One Financial
Virginia
$41.3M 355,578 +12,789 +4%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$39.6M 341,028 +56,336 +20%
SC
57
Savant Capital
Illinois
$37.8M 325,653 +127,195 +64%
WDL
58
Well Done LLC
Michigan
$37.8M 325,569 -12,568 -4%
NAM
59
Nissay Asset Management
Japan
$37.6M 323,542 -58,946 -15%
SC
60
Schoolcraft Capital
Colorado
$37.5M 322,846 +407 +0.1%
TWM
61
Tanglewood Wealth Management
Texas
$36.8M 316,904 -219,602 -41%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$35.5M 305,625 +19,922 +7%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$34.1M 293,052 -84,880 -22%
BFPW
64
BOK Financial Private Wealth
Colorado
$33.5M 287,959 -45,896 -14%
HCA
65
Heck Capital Advisors
Wisconsin
$33.1M 284,981 -10,544 -4%
PA
66
Pinnacle Associates
New York
$32.9M 283,475 +7,237 +3%
PPFA
67
Provida Pension Fund Administrator
Chile
$32.3M 302,235 -118,901 -28%
QA
68
Quantitative Advantage
Minnesota
$30.9M 265,489 -10,564 -4%
EH
69
Equitable Holdings
New York
$29.4M 252,785 +72,714 +40%
SF
70
Synovus Financial
Georgia
$28.8M 247,739 -110,852 -31%
EWM
71
Empirical Wealth Management
Washington
$28.1M 242,147 +20,781 +9%
TCM
72
TD Capital Management
Tennessee
$27.8M 238,951 +8,315 +4%
SW
73
SVB Wealth
Massachusetts
$27M 232,635 -5,799 -2%
KCM
74
Kathmere Capital Management
Pennsylvania
$26.9M 231,130 +14,786 +7%
PAG
75
Private Advisor Group
New Jersey
$26.7M 229,370 -27,466 -11%
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