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 %
IDA
76
Intelligence Driven Advisers
California
$26.3M 226,454 +38,200 +20%
Franklin Resources
77
Franklin Resources
California
$26.2M 225,526 -1,705 -0.8%
RW
78
RVW Wealth
California
$26M 224,430 +8,304 +4%
EWF
79
Epstein & White Financial
California
$25.8M 221,771 -192,346 -46%
SPIA
80
Steward Partners Investment Advisory
New York
$24.9M 214,181 +8,189 +4%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$24.7M 212,938 -18,140 -8%
SPIA
82
Strategic Point Investment Advisors
Rhode Island
$24.7M 215,714 -1,004 -0.5%
HCM
83
Hengehold Capital Management
Ohio
$24M 206,202 +36,004 +21%
AWE
84
Avidian Wealth Enterprises
Texas
$21.7M 186,822 -137,936 -42%
SWP
85
Summit Wealth Partners
Florida
$20.8M 179,155 +4,356 +2%
HFS
86
Howard Financial Services
Texas
$20.6M 177,548 +50,823 +40%
BAAM
87
Baker Avenue Asset Management
California
$20.2M 174,142 -1,928 -1%
BCA
88
Berman Capital Advisors
Georgia
$20.2M 173,954 +10,714 +7%
SWMG
89
Sanchez Wealth Management Group
Florida
$19.9M 171,619 -71,167 -29%
TWM
90
TMD Wealth Management
Arizona
$19.9M 171,322 +171,322 New
GWAG
91
Garrett Wealth Advisory Group
Texas
$19.8M 170,284 +4,608 +3%
CIAS
92
Capital Investment Advisory Services
North Carolina
$19.2M 164,785 +15,968 +11%
DLIC
93
Daido Life Insurance Company
Japan
$19.1M 164,150 – –
IWS
94
Insight Wealth Strategies
California
$19.1M 163,946 -23,478 -13%
TWA
95
Tillar-Wenstrup Advisors
Ohio
$19M 163,617 -2,913 -2%
SFP
96
Shepherd Financial Partners
Massachusetts
$18.4M 158,220 -21,390 -12%
PP
97
Palladium Partners
Virginia
$17.7M 152,503 -109,949 -42%
CG
98
CFO4Life Group
Texas
$17.5M 151,010 +10,135 +7%
SRC
99
Shufro Rose & Co
New York
$16.7M 143,748 +4,648 +3%
MWP
100
Meridian Wealth Partners
Pennsylvania
$16.6M 142,636 +3,993 +3%
2 3
4
5 6