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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
HighTower Advisors
5
HighTower Advisors
Illinois
$69.3M

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 %
BWM
201
BCGM Wealth Management
Indiana
$5.17M 43,135 +43,135 New
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$5.11M 44,000 +14,100 +47%
IFWM
203
Institute for Wealth Management
Colorado
$5.09M 43,761 -554 -1%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$5.05M 43,294 -9,620 -18%
WIC
205
Woodmont Investment Counsel
Tennessee
$5.02M 43,166 +2,641 +7%
FHA
206
First Horizon Advisors
Tennessee
$5M 43,010 +5,804 +16%
CFGS
207
Concourse Financial Group Securities
Alabama
$4.95M 42,606 +3,142 +8%
AssetMark Inc
208
AssetMark Inc
California
$4.87M 41,930 +8,463 +25%
ASW
209
Astoria Strategic Wealth
Texas
$4.86M 41,788 -677 -2%
PAS
210
Park Avenue Securities
New York
$4.8M 41,303 +23,416 +131%
KFGK
211
Keystone Financial Group (Kentucky)
Kentucky
$4.77M 41,082 +6,709 +20%
GRP
212
Global Retirement Partners
California
$4.73M 40,732 -5,771 -12%
FS
213
Ferguson Shapiro
Georgia
$4.72M 40,583 +26,800 +194%
UCFA
214
United Capital Financial Advisors
Texas
$4.7M 40,451 +8,001 +25%
MCA
215
Magnolia Capital Advisors
Mississippi
$4.56M 39,266 +812 +2%
CA
216
Cetera Advisors
Colorado
$4.56M 39,204 +1,433 +4%
WAS
217
Wealth Advisory Solutions
Indiana
$4.47M 38,923 +4,346 +13%
TWM
218
Tradition Wealth Management
Minnesota
$4.44M 38,192 +38,192 New
TFA
219
Tranquilli Financial Advisor
New Jersey
$4.33M 37,271 +37,271 New
RVPG
220
Relative Value Partners Group
$4.31M 37,112 -9,286 -20%
HIM
221
HawsGoodwin Investment Management
Tennessee
$4.29M 36,927 +36,927 New
BCMO
222
Buckingham Capital Management (Ohio)
Ohio
$4.27M 36,714 -102 -0.3%
SB
223
Strategic Blueprint
Georgia
$4.17M 35,913 +6,968 +24%
WCG
224
Wall Capital Group
Arizona
$4.14M 35,598 +1,596 +5%
CG
225
Caprock Group
Idaho
$4.07M 35,022 – –
7 8
9
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