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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 %
SCM
251
Smith Capital Management
Arkansas
$2.11M +$541K +6,678 +34%
VIM
252
Vista Investment Management
Pennsylvania
$2.1M +$200K +2,468 +11%
MFG
253
Merit Financial Group
Georgia
$2.09M +$8.51K +105 +0.4%
KIM
254
Karpus Investment Management
New York
$2.08M -$10.4M -127,744 -83%
CWG
255
Cornerstone Wealth Group
North Carolina
$2.08M +$283K +3,494 +16%
First Trust Advisors
256
First Trust Advisors
Illinois
$2.05M +$622K +7,671 +43%
IWM
257
IHT Wealth Management
Illinois
$2M +$226K +2,794 +13%
FHA
258
Flagship Harbor Advisors
Massachusetts
$1.99M +$227K +2,796 +13%
PA
259
PFG Advisors
Arizona
$1.93M +$97.6K +1,112 +5%
MCM
260
Mattern Capital Management
Colorado
$1.91M +$1.91M +23,579 New
FMBTD
261
First Midwest Bank Trust Division
Illinois
$1.88M +$94.4K +1,165 +5%
MIM
262
Macroview Investment Management
Maryland
$1.86M +$332K +4,102 +22%
CC
263
Copperleaf Capital
North Carolina
$1.86M +$1.86M +22,956 New
BHWM
264
Bay Harbor Wealth Management
Maryland
$1.84M +$484K +5,967 +36%
AWM
265
Alterna Wealth Management
Texas
$1.82M +$228K +2,810 +14%
SW
266
SlateStone Wealth
Florida
$1.81M -$49.8K -615 -3%
AWC
267
Abundance Wealth Counselors
Pennsylvania
$1.8M +$1.8M +22,186 New
GP
268
Geneva Partners
Wisconsin
$1.74M -$1.29M -15,970 -43%
GIA
269
Gladstone Institutional Advisory
Florida
$1.68M +$389K +4,803 +30%
HFS
270
Howard Financial Services
Texas
$1.66M +$1.47M +18,170 +784%
SWM
271
Sugarloaf Wealth Management
Georgia
$1.65M – – –
SPC
272
Sigma Planning Corp
Michigan
$1.64M +$605K +7,464 +58%
PWAG
273
Polaris Wealth Advisory Group
California
$1.58M +$1.58M +19,433 New
JWM
274
Jackson Wealth Management
Florida
$1.55M -$6.74M -72,936 -81%
TPWA
275
TRUE Private Wealth Advisors
Oregon
$1.55M +$1.55M +19,103 New
9 10
11
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