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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 %
PA
126
Parallel Advisors
California
$10.8M 92,685 -12,829 -12%
IB
127
Intrust Bank
Kansas
$10.8M 92,572 +12,178 +15%
VHAM
128
Van Hulzen Asset Management
California
$10.7M 91,863 +13,263 +17%
CGFA
129
Colton Groome Financial Advisors
North Carolina
$10.7M 91,857 +91,857 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$10.7M 91,764 +4,874 +6%
HIP
131
HUB Investment Partners
Texas
$10.6M 101,912 +101,912 New
KAS
132
Kestra Advisory Services
Texas
$10.5M 91,151 +21,160 +30%
SFI
133
SPC Financial Inc
Maryland
$10.4M 89,910 +24,125 +37%
ACA
134
Ackerman Capital Advisors
Texas
$10.4M 89,734 -2,113 -2%
AF
135
Apexium Financial
Texas
$10.4M 89,296 -7,015 -7%
HCP
136
Holt Capital Partners
Texas
$10.2M 87,598 +16,845 +24%
WFA
137
Wells Financial Advisors
Massachusetts
$10.1M 87,173 +87,173 New
REMPR
138
Roof Eidam Maycock Peralta (REMP)
California
$9.82M 84,470 +2,575 +3%
TWM
139
Trinity Wealth Management
Pennsylvania
$9.73M 83,743 +83,743 New
TCA
140
Transcend Capital Advisors
New Jersey
$9.72M 83,653 +81,013 +3,069%
SWP
141
Stratos Wealth Partners
Ohio
$9.71M 83,593 +2,066 +3%
LCC
142
Lincoln Capital Corp
Rhode Island
$9.61M 82,670 -1,133 -1%
SP
143
Symmetry Partners
Connecticut
$9.5M 81,674 +13,686 +20%
LF
144
Lantz Financial
Illinois
$9.46M 81,384 +1,830 +2%
RPSA
145
Richard P. Slaughter Associates
Texas
$9.29M 79,909 +1,171 +1%
WWM
146
Wiser Wealth Management
Georgia
$9.28M 79,843 +79,843 New
IC
147
Inscription Capital
Texas
$9.24M 79,466 – –
CAL
148
Capital Advisors Ltd
Ohio
$9.05M 77,909 +1,293 +2%
FIA
149
Foundations Investment Advisors
Arizona
$9M 76,770 +26,430 +53%
DE
150
Day & Ennis
Georgia
$8.95M 76,985 -4,180 -5%
4 5
6
7 8