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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

539 hedge funds and large institutions have $12.3B invested in iShares MSCI USA Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 230 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+152
Holders Change %
+39.28%
% of All Funds
10.64%
Holding in Top 10
103
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+71.67%
% of All Funds
2.03%
New
188
Increased
230
Reduced
72
Closed
29
Calls
$19.5M
Puts
–
Net Calls
+$19.5M
Net Calls Change
+$1.04M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$910M
2
BlackRock
BlackRock
New York
+$206M
3
LPL Financial
LPL Financial
California
+$205M
4
AG
Advisor Group
Arizona
+$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$218M
2
DT
Diversified Trust
Tennessee
-$35.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$22.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$17.1M
5
BCI
Brinker Capital Investments
Pennsylvania
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
276
Insight Wealth Strategies
California
$1.48M +$1.22M +12,121 +471%
MIM
277
Moseley Investment Management
Florida
$1.48M -$77.8K -770 -5%
AW
278
ACG Wealth
Georgia
$1.46M -$8.18K -81 -0.6%
EVM
279
Eaton Vance Management
Massachusetts
$1.45M +$87.8K +869 +6%
PAI
280
Pittenger & Anderson Inc
Nebraska
$1.44M +$48.6K +481 +4%
Mariner
281
Mariner
Kansas
$1.43M -$33.4K -331 -2%
PAMG
282
Patton Albertson Miller Group
Tennessee
$1.38M +$274K +2,709 +25%
MFW
283
Mosaic Family Wealth
Missouri
$1.37M +$141K +1,401 +11%
5L
284
55I LLC
Massachusetts
$1.35M +$1.35M +13,408 New
BAM
285
Belpointe Asset Management
Nevada
$1.34M +$367K +3,633 +38%
WA
286
Winfield Associates
Ohio
$1.34M +$1.34M +13,240 New
WLIM
287
White Lighthouse Investment Management
Massachusetts
$1.34M +$64.6K +640 +5%
DC
288
Derby & Company
Massachusetts
$1.32M +$1.32M +13,113 New
BB
289
Busey Bank
Illinois
$1.32M -$12.2K -121 -0.9%
AC
290
Avestar Capital
New York
$1.32M +$1.32M +13,085 New
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$1.31M +$1.21M +11,996 +1,210%
9WM
292
9258 Wealth Management
Ohio
$1.31M +$1.31M +12,975 New
WWM
293
Western Wealth Management
Colorado
$1.31M -$176K -1,744 -12%
CAAS
294
Capital Asset Advisory Services
Michigan
$1.3M +$91.6K +877 +8%
AFP
295
Ausdal Financial Partners
Iowa
$1.29M -$10.6K -103 -0.8%
SPC
296
Sigma Planning Corp
Michigan
$1.29M +$771K +7,633 +148%
HIM
297
Hanlon Investment Management
New Jersey
$1.27M +$1.27M +12,533 New
Creative Planning
298
Creative Planning
Kansas
$1.25M -$292K -2,891 -19%
BSW
299
Buckingham Strategic Wealth
Missouri
$1.21M -$62.5K -619 -5%
MSA
300
Marino Stram & Associates
Massachusetts
$1.18M +$4.54K +45 +0.4%
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