QUAL icon

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 %
ASN
251
Advisory Services Network
Georgia
$2.35M +$184K +1,773 +9%
First Trust Advisors
252
First Trust Advisors
Illinois
$2.28M -$1.12M -10,833 -33%
TPA
253
Trivium Point Advisory
Connecticut
$2.24M -$283K -2,725 -11%
AF
254
Advisornet Financial
Minnesota
$2.24M -$3.12M -30,048 -58%
DWA
255
Dorsey Wright & Associates
California
$2.21M +$2.21M +21,338 New
TI
256
tru Independence
Oregon
$2.15M +$1.89M +18,256 +743%
SWM
257
Sugarloaf Wealth Management
Georgia
$2.11M – – –
UWPG
258
Ullmann Wealth Partners Group
Florida
$2.03M +$1.14M +10,980 +128%
SCA
259
Snowden Capital Advisors
New York
$2.02M -$44.1K -425 -2%
MWM
260
Mattern Wealth Management
Kansas
$2.01M -$4.74M -45,673 -70%
LFAS
261
Level Four Advisory Services
Texas
$2.01M -$199K -1,916 -9%
MCM
262
Mattern Capital Management
Colorado
$1.97M -$19K -183 -1%
FFN
263
Focus Financial Network
Minnesota
$1.96M -$2.19M -21,149 -53%
AC
264
Apella Capital
Connecticut
$1.94M +$303K +2,921 +19%
Mariner
265
Mariner
Kansas
$1.94M -$28.1K -271 -1%
SPC
266
Sigma Planning Corp
Michigan
$1.93M -$311K -2,996 -14%
BA
267
Bristlecone Advisors
Washington
$1.89M -$3.32K -32 -0.2%
LWM
268
Lionsbridge Wealth Management
Florida
$1.88M -$35.3K -340 -2%
PAS
269
Park Avenue Securities
New York
$1.86M +$244K +2,356 +15%
ELI
270
Empire Life Investments
Ontario, Canada
$1.84M +$1.32M +12,700 +252%
ISG
271
Investment Security Group
Colorado
$1.79M +$310 +3 +0%
CWM
272
Cabot Wealth Management
Massachusetts
$1.77M +$323K +3,112 +22%
MAG
273
Mayfair Advisory Group
Alabama
$1.76M +$236K +2,279 +15%
FGA
274
Fortis Group Advisors
New Jersey
$1.72M +$1.72M +16,536 New
AWM
275
Aries Wealth Management
Maine
$1.71M +$3.32K +32 +0.2%
9 10
11
12 13