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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 %
22CM
101
20/20 Capital Management
California
$15.7M 135,451 +30,534 +29%
AIP
102
Almanack Investment Partners
Pennsylvania
$15.7M 134,891 +7 +0%
EFL
103
ERn Financial LLC
Wisconsin
$15.6M 133,939 -5,578 -4%
CA
104
Centerpoint Advisors
Massachusetts
$14.8M 127,732 +7,243 +6%
MPW
105
MA Private Wealth
California
$14.8M 127,192 -3,294 -3%
ACM
106
Armbruster Capital Management
New York
$14.7M 126,307 -6,207 -5%
CAN
107
Cetera Advisor Networks
California
$14.5M 125,002 +3,440 +3%
RWP
108
Reliant Wealth Planning
Kentucky
$14.4M 124,095 +1,376 +1%
SFS
109
Sowell Financial Services
Arkansas
$14.2M 121,915 -759 -0.6%
DF
110
Donoghue Forlines
Massachusetts
$14.1M 121,597 -14,228 -10%
WCG
111
Weaver Consulting Group
California
$13.6M 116,860 +7,022 +6%
AWC
112
Abundance Wealth Counselors
Pennsylvania
$13.3M 114,147 +922 +0.8%
SWA
113
Sax Wealth Advisors
New Jersey
$13.2M 113,777 +113,777 New
Truist Financial
114
Truist Financial
North Carolina
$12.7M 109,076 +32,181 +42%
SCM
115
Stonehearth Capital Management
Massachusetts
$12.5M 107,840 -31,166 -22%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$12.5M 107,725 +3,630 +3%
BWA
117
BDO Wealth Advisors
Florida
$12.4M 106,811 -973 -0.9%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$12.1M 104,460 +3,971 +4%
B
119
Barings
North Carolina
$11.9M 102,077 +66,774 +189%
MWM
120
MBE Wealth Management
Wisconsin
$11.7M 100,928 -8,440 -8%
BII
121
Bainco International Investors
Massachusetts
$11.6M 99,903 -670 -0.7%
SAS
122
Sage Advisory Services
Texas
$11.5M 99,082 +4,110 +4%
OWM
123
Orgel Wealth Management
Wisconsin
$11M 94,281 -517 -0.5%
TFA
124
Tobias Financial Advisors
Florida
$10.9M 93,941 +1,637 +2%
LIA
125
LS Investment Advisors
Michigan
$10.9M 93,491 +8,464 +10%
3 4
5
6 7