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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$558M
2
PI
PFS Investments
Georgia
$89.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$73.3M
4
Goldman Sachs
Goldman Sachs
New York
$75.7M
5
HighTower Advisors
HighTower Advisors
Illinois
$69.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.6M
2
JPG
Jordan Park Group
California
$0
3
AF
Allworth Financial
California
$128M
4
SEIA
Signature Estate & Investment Advisors
California
$986K
5
MLIC
Mandatum Life Insurance Company
Finland
$403K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
176
Venturi Wealth Management
Texas
$6.75M -$4.17K -18 -0.1%
NEIRG
177
New England Investment & Retirement Group
Massachusetts
$6.73M -$130K -1,119 -2%
CSWG
178
Cardinal Strategic Wealth Guidance
Kentucky
$6.71M +$582K +5,010 +10%
BCM
179
Brookstone Capital Management
Illinois
$6.63M +$5.69M +48,952 +602%
NA
180
NewEdge Advisors
Louisiana
$6.62M +$588K +5,057 +10%
SIA
181
SkyView Investment Advisors
New Jersey
$6.4M +$6.4M +55,096 New
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$6.39M +$6.39M +55,006 New
FI
183
FormulaFolio Investments
Michigan
$6.33M +$6.33M +54,472 New
CCMG
184
Clark Capital Management Group
Pennsylvania
$6.33M +$1.03M +8,832 +19%
HF
185
HRT Financial
New York
$6.17M +$759K +6,535 +14%
FAM
186
Formidable Asset Management
Ohio
$6.15M +$233K +2,013 +4%
VWA
187
Visionary Wealth Advisors
Illinois
$6.06M -$1.4M -12,077 -19%
P
188
Palladiem
Pennsylvania
$6.03M +$6.03M +51,888 New
CIAS
189
CFS Investment Advisory Services
New Jersey
$6.02M +$6.02M +51,769 New
BIM
190
Bridges Investment Management
Nebraska
$5.95M – – –
WP
191
WealthSource Partners
California
$5.9M +$216K +1,857 +4%
GCM
192
Gibraltar Capital Management
Oklahoma
$5.8M -$2.8M -24,096 -33%
MHS
193
M Holdings Securities
Oregon
$5.74M +$1.48M +12,730 +35%
MAM
194
Madison Asset Management
Wisconsin
$5.63M -$10.3K -89 -0.2%
AIA
195
Arrow Investment Advisors
Maryland
$5.62M -$3.17M -27,283 -36%
CF
196
Centaurus Financial
California
$5.61M -$160K -1,375 -3%
SW
197
StrongBox Wealth
Missouri
$5.46M +$418K +3,595 +8%
WWM
198
Windsor Wealth Management
Indiana
$5.3M +$370K +3,184 +8%
AAS
199
Avantax Advisory Services
Texas
$5.29M -$2.62M -22,525 -33%
SOMRS
200
State of Michigan Retirement System
Michigan
$5.29M +$4.96M +42,700 +1,525%
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