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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
+$842M
2
M&T Bank
M&T Bank
New York
+$238M
3
Victory Capital Management
Victory Capital Management
Texas
+$114M
4
Morgan Stanley
Morgan Stanley
New York
+$99.3M
5
CWM
Connecticut Wealth Management
Connecticut
+$87.4M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$67.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$51M
3
PI
PFS Investments
Georgia
-$40.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$32.1M
5
BlackRock
BlackRock
New York
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$1.52M +$1.52M +18,749 New
PAMG
277
Patton Albertson Miller Group
Tennessee
$1.49M +$386K +4,767 +35%
ACP
278
Aveo Capital Partners
Colorado
$1.47M +$709K +8,757 +93%
LWM
279
Lionsbridge Wealth Management
Florida
$1.47M -$1.23M -15,162 -46%
UWM
280
USAdvisors Wealth Management
Minnesota
$1.46M +$1.14M +14,095 +358%
OPS
281
Orion Portfolio Solutions
Nebraska
$1.45M -$18.6M -229,684 -93%
APW
282
Austin Private Wealth
Texas
$1.4M +$181K +2,231 +15%
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M +$739K +9,117 +116%
SFSG
284
Stearns Financial Services Group
North Carolina
$1.37M +$1.07M +13,218 +361%
WA
285
Winfield Associates
Ohio
$1.35M +$276K +3,401 +26%
AIA
286
Avalon Investment & Advisory
Texas
$1.3M – – –
TWM
287
Tolleson Wealth Management
Texas
$1.27M -$10.5M -129,908 -89%
STA
288
Summit Trail Advisors
New York
$1.27M +$1.27M +15,669 New
WLIM
289
White Lighthouse Investment Management
Massachusetts
$1.26M +$188K +2,318 +18%
NFG
290
Next Financial Group
Texas
$1.24M -$11.4K -141 -0.9%
SF
291
Symphony Financial
Texas
$1.24M +$1.24M +15,062 New
OAM
292
Oppenheimer Asset Management
New York
$1.24M +$325K +4,007 +36%
HIM
293
Hanlon Investment Management
New Jersey
$1.21M +$195K +2,401 +19%
TFS
294
TrustCore Financial Services
Tennessee
$1.2M +$779K +9,621 +184%
11A
295
10-15 Associates
New York
$1.2M +$1.2M +14,748 New
PAI
296
Pittenger & Anderson Inc
Nebraska
$1.19M +$35.6K +439 +3%
BAM
297
Belpointe Asset Management
Nevada
$1.19M +$108K +1,333 +10%
OC
298
Oppenheimer & Co
New York
$1.16M -$606K -7,475 -34%
PPW
299
Pasadena Private Wealth
California
$1.16M +$1.16M +13,406 New
9WM
300
9258 Wealth Management
Ohio
$1.16M -$9.89K -110 -0.8%
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12
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