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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

566 hedge funds and large institutions have $14.9B invested in iShares MSCI USA Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
–
Holders Change %
0%
% of All Funds
11.45%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
1.98%
New
62
Increased
238
Reduced
193
Closed
57
Calls
$23M
Puts
$939K
Net Calls
+$22.1M
Net Calls Change
+$9.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
2
Ameriprise
Ameriprise
Minnesota
$716M
3
Bank of America
Bank of America
North Carolina
$1.45B
4
BDF
Balasa Dinverno & Foltz
$44.3M
5
RBA
Richard Bernstein Advisors
New York
$439M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
3
PI
PFS Investments
Georgia
$7.79M
4
UBS Group
UBS Group
Switzerland
$380M
5
BlackRock
BlackRock
New York
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
226
Ascent Wealth Partners
New York
$3.04M -$15.8K -152 -0.5%
TCWM
227
Total Clarity Wealth Management
Illinois
$3.03M +$23K +222 +0.8%
VWM
228
Venturi Wealth Management
Texas
$3.02M -$133K -1,280 -4%
TFO
229
Tarbox Family Office
California
$3M -$176K -1,698 -6%
SB
230
Strategic Blueprint
Georgia
$3M -$2.13M -20,578 -42%
GVAG
231
Great Valley Advisor Group
Delaware
$2.96M +$805K +7,755 +37%
PA
232
PFG Advisors
Arizona
$2.95M +$549K +5,199 +23%
Prudential Financial
233
Prudential Financial
New Jersey
$2.91M -$1.73M -16,640 -37%
FMLI
234
Fukoku Mutual Life Insurance
Japan
$2.91M – – –
IWM
235
IHT Wealth Management
Illinois
$2.9M +$213K +2,057 +8%
LB
236
Leo Brokerage
Texas
$2.86M +$2.86M +29,763 New
DWT
237
Dorsey & Whitney Trust
South Dakota
$2.85M -$14.3K -138 -0.5%
PPWM
238
PFG Private Wealth Management
Florida
$2.83M -$21.2K -204 -0.7%
Citigroup
239
Citigroup
New York
$2.81M +$216K +2,079 +8%
VIM
240
Vista Investment Management
Pennsylvania
$2.78M +$79K +762 +3%
11A
241
10-15 Associates
New York
$2.73M +$1.15M +11,060 +72%
GP
242
Geneva Partners
Wisconsin
$2.66M +$94.3K +909 +4%
BSAM
243
Blue Sky Asset Management
Colorado
$2.62M -$2.94M -28,359 -53%
MFG
244
Merit Financial Group
Georgia
$2.56M -$190K -1,831 -7%
FHA
245
Flagship Harbor Advisors
Massachusetts
$2.54M -$2.01M -19,397 -44%
FC
246
Ferris Capital
Massachusetts
$2.53M -$96.5K -930 -4%
OIA
247
OneDigital Investment Advisors
Kansas
$2.49M -$651K -6,276 -21%
CC
248
Copperleaf Capital
North Carolina
$2.48M -$107K -1,035 -4%
SF
249
Symphony Financial
Texas
$2.46M +$884K +8,523 +56%
DT
250
Diversified Trust
Tennessee
$2.41M -$42.3M -407,991 -95%
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