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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

546 hedge funds and large institutions have $12B invested in iShares MSCI USA Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.06%
Holding in Top 10
114
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.68%
% of All Funds
2.52%
New
97
Increased
262
Reduced
140
Closed
85
Calls
$16.9M
Puts
$331K
Net Calls
+$16.5M
Net Calls Change
-$2.93M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.05B
2
M&T Bank
M&T Bank
New York
$238M
3
Victory Capital Management
Victory Capital Management
Texas
$215M
4
Morgan Stanley
Morgan Stanley
New York
$334M
5
CWM
Connecticut Wealth Management
Connecticut
$99.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$76.7M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
PI
PFS Investments
Georgia
$43.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$320M
5
BlackRock
BlackRock
New York
$650M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WealthShield Partners
North Carolina
$2.57M +$500K +6,164 +24%
TFO
227
Tarbox Family Office
California
$2.48M -$19.5K -240 -0.8%
CWM
228
Cornerstone Wealth Management
Missouri
$2.48M +$776K +9,575 +46%
SG Americas Securities
229
SG Americas Securities
New York
$2.42M -$31.1K -384 -1%
ASN
230
Advisory Services Network
Georgia
$2.41M +$1.53M +18,872 +173%
SW
231
StrongBox Wealth
Missouri
$2.41M +$2.41M +29,696 New
FFG
232
Ford Financial Group
California
$2.39M +$47.4K +585 +2%
LFAS
233
Level Four Advisory Services
Texas
$2.37M +$534K +6,588 +29%
FAIM
234
Financial Advocates Investment Management
Washington
$2.32M +$1.49M +18,414 +181%
MA
235
Mutual Advisors
Nebraska
$2.3M +$192K +2,367 +9%
Citigroup
236
Citigroup
New York
$2.29M +$70.3K +867 +3%
UBV
237
United Bank (Virginia)
Virginia
$2.28M -$518K -6,386 -19%
TF
238
Trek Financial
Arizona
$2.26M -$428K -5,283 -16%
WB
239
WesBanco Bank
West Virginia
$2.25M +$24.9K +307 +1%
TPA
240
Trivium Point Advisory
Connecticut
$2.25M +$2.25M +25,939 New
TA
241
TCG Advisors
Texas
$2.24M +$2.24M +27,613 New
PWMG
242
Prestige Wealth Management Group
New Jersey
$2.21M +$272K +3,352 +14%
CA
243
Cetera Advisors
Colorado
$2.2M +$485K +5,978 +28%
PPWM
244
PFG Private Wealth Management
Florida
$2.2M +$574K +7,077 +35%
MIAN
245
Mariner Independent Advisor Network
Kansas
$2.19M +$516K +6,542 +31%
WWM
246
Western Wealth Management
Colorado
$2.18M +$1.13M +13,940 +108%
KFGK
247
Keystone Financial Group (Kentucky)
Kentucky
$2.17M +$140K +1,725 +7%
FHA
248
First Horizon Advisors
Tennessee
$2.16M -$25.8K -318 -1%
CFA
249
Carroll Financial Associates
North Carolina
$2.14M -$275K -3,400 -11%
AT
250
Arden Trust
Delaware
$2.11M -$205K -2,526 -9%
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