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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 %
AWA
151
ARQ Wealth Advisors
Arizona
$8.91M 76,640 +10,633 +16%
DWM
152
Dakota Wealth Management
Florida
$8.64M 74,302 +8,231 +12%
FWIA
153
Fort Washington Investment Advisors
Ohio
$8.58M 73,827 +13,051 +21%
RPCA
154
Running Point Capital Advisors
California
$8.49M 73,060 +73,060 New
FA
155
FDx Advisors
Illinois
$8.43M 72,531 +5,297 +8%
WQ
156
Wealth Quarterback
New Jersey
$8.4M 72,302 +30,710 +74%
UWM
157
Urban Wealth Management
California
$8.4M 72,302 +72,302 New
GHA
158
GW Henssler & Associates
Georgia
$8.37M 72,053 +8,784 +14%
Stifel Financial
159
Stifel Financial
Missouri
$8.01M 68,898 -7,457 -10%
MBT
160
Montecito Bank & Trust
California
$7.86M 67,639 -1,955 -3%
IIA
161
IPG Investment Advisors
California
$7.77M 66,830 -1,518 -2%
WFA
162
Wade Financial Advisory
California
$7.6M 65,384 +2,677 +4%
Citadel Advisors
163
Citadel Advisors
Florida
$7.54M 64,875 +64,875 New
CAG
164
Csenge Advisory Group
Florida
$7.52M 64,667 +815 +1%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$7.49M 82,520 -470 -0.6%
CI
166
CX Institutional
Indiana
$7.46M 64,210 +64,210 New
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$7.43M 63,957 +51,985 +434%
OWA
168
Outlook Wealth Advisors
Texas
$7.35M 63,268 -716 -1%
SI
169
Stephens Inc
Arkansas
$7.19M 61,899 +10,112 +20%
JBA
170
Johnson Bixby & Associates
Washington
$7.08M 60,916 +60,916 New
FFS
171
Founders Financial Securities
Maryland
$7M 60,227 +60,227 New
WI
172
Wintrust Investments
Illinois
$6.86M 59,065 -1,233 -2%
FA
173
Fortis Advisors
Pennsylvania
$6.86M 59,031 +3,988 +7%
SMG
174
Smart Money Group
Texas
$6.8M 58,539 -336 -0.6%
FMBTD
175
First Midwest Bank Trust Division
Illinois
$6.77M 58,275 -9,119 -14%
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