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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

566 hedge funds and large institutions have $14.1B invested in iShares MSCI USA Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 207 increasing their positions, 193 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
11.63%
Holding in Top 10
104
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.77%
% of All Funds
2.14%
New
105
Increased
207
Reduced
193
Closed
82
Calls
$19.6M
Puts
$6.6M
Net Calls
+$13M
Net Calls Change
-$3.57M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$354M
2
Bank of America
Bank of America
North Carolina
+$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
4
Ameriprise
Ameriprise
Minnesota
+$149M
5
RBA
Richard Bernstein Advisors
New York
+$138M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$729M
2
Osaic Holdings
Osaic Holdings
Arizona
-$346M
3
BlackRock
BlackRock
New York
-$264M
4
Victory Capital Management
Victory Capital Management
Texas
-$118M
5
PAS
Park Avenue Securities
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
251
Merit Financial Group
Georgia
$2.55M +$68.5K +714 +3%
VIM
252
Vista Investment Management
Pennsylvania
$2.5M +$8.92K +93 +0.4%
IWM
253
IHT Wealth Management
Illinois
$2.48M +$115K +1,196 +5%
FC
254
Ferris Capital
Massachusetts
$2.43M -$1.66M -17,293 -41%
Citigroup
255
Citigroup
New York
$2.4M -$315K -3,288 -12%
TPA
256
Trivium Point Advisory
Connecticut
$2.39M -$160K -1,624 -6%
CC
257
Copperleaf Capital
North Carolina
$2.39M +$188K +1,962 +9%
GP
258
Geneva Partners
Wisconsin
$2.37M +$310K +3,235 +15%
C1AG
259
Client 1st Advisory Group
Florida
$2.37M -$7.25M -72,440 -75%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$2.31M +$2.31M +24,068 New
JIP
261
Jaffetilchin Investment Partners
Florida
$2.3M +$2.3M +24,012 New
UWM
262
USAdvisors Wealth Management
Minnesota
$2.29M +$558K +5,819 +32%
Citadel Advisors
263
Citadel Advisors
Florida
$2.24M +$2.24M +23,329 New
PA
264
PFG Advisors
Arizona
$2.23M +$71.7K +731 +3%
RA
265
RFG Advisory
Alabama
$2.09M -$3.43M -35,730 -62%
SPC
266
Sigma Planning Corp
Michigan
$2.07M +$126K +1,312 +6%
LFAS
267
Level Four Advisory Services
Texas
$2.04M -$761K -7,939 -27%
ASN
268
Advisory Services Network
Georgia
$2M -$856K -8,927 -30%
GVAG
269
Great Valley Advisor Group
Delaware
$2M +$198K +2,067 +11%
JWCA
270
J.W. Cole Advisors
Florida
$1.99M +$1.99M +20,693 New
UBV
271
United Bank (Virginia)
Virginia
$1.97M -$730K -7,606 -27%
BFG
272
Barber Financial Group
Kansas
$1.96M -$1.36M -14,162 -41%
SWM
273
Sugarloaf Wealth Management
Georgia
$1.95M – – –
WOSD
274
WFA of San Diego
California
$1.91M +$1.91M +18,766 New
SCA
275
Snowden Capital Advisors
New York
$1.91M -$2.27M -23,702 -54%
9 10
11
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