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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
+$109M
2
Ameriprise
Ameriprise
Minnesota
+$56.4M
3
Bank of America
Bank of America
North Carolina
+$49.9M
4
BDF
Balasa Dinverno & Foltz
+$44.3M
5
RBA
Richard Bernstein Advisors
New York
+$39.2M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$210M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.3M
3
PI
PFS Investments
Georgia
-$67.7M
4
UBS Group
UBS Group
Switzerland
-$58.3M
5
BlackRock
BlackRock
New York
-$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
276
Eaton Vance Management
Massachusetts
$1.63M +$231K +2,225 +17%
SFSG
277
Stearns Financial Services Group
North Carolina
$1.61M -$157K -1,510 -9%
FAIM
278
Financial Advocates Investment Management
Washington
$1.61M -$1.41M -13,638 -47%
AI
279
Atria Investments
North Carolina
$1.54M -$103K -996 -6%
SWA
280
Stratos Wealth Advisors
Ohio
$1.53M +$29.6K +285 +2%
BFG
281
Barber Financial Group
Kansas
$1.51M -$604K -5,818 -29%
MMA
282
Miracle Mile Advisors
California
$1.51M +$99.2K +956 +7%
WLIM
283
White Lighthouse Investment Management
Massachusetts
$1.5M +$6.74K +65 +0.5%
DWM
284
Doyle Wealth Management
Florida
$1.49M +$603K +5,810 +68%
Deutsche Bank
285
Deutsche Bank
Germany
$1.46M +$498K +4,804 +52%
MIM
286
Macroview Investment Management
Maryland
$1.46M +$28K +270 +2%
AP
287
Adero Partners
California
$1.45M +$1.45M +13,993 New
CBFP
288
Cedar Brook Financial Partners
Ohio
$1.44M +$28.7K +277 +2%
Creative Planning
289
Creative Planning
Kansas
$1.43M +$188K +1,814 +15%
FS
290
Ferguson Shapiro
Georgia
$1.43M +$1.43M +13,783 New
Comerica Bank
291
Comerica Bank
Texas
$1.42M -$29.1K -271 -2%
BCP
292
Blackhawk Capital Partners
Wisconsin
$1.42M +$419K +4,365 +42%
AW
293
ACG Wealth
Georgia
$1.42M -$38.1K -367 -3%
Lido Advisors
294
Lido Advisors
California
$1.4M +$390K +3,764 +39%
AWA
295
Acorn Wealth Advisors
Michigan
$1.38M +$247K +2,379 +22%
CWM
296
Cornerstone Wealth Management
Missouri
$1.34M +$60.7K +585 +5%
EWA
297
Exencial Wealth Advisors
Oklahoma
$1.34M +$70.5K +679 +6%
JWCA
298
J.W. Cole Advisors
Florida
$1.33M -$822K -7,916 -38%
WP
299
WealthShield Partners
North Carolina
$1.3M +$522K +5,032 +67%
BFC
300
Bedel Financial Consulting
Indiana
$1.3M +$204K +1,964 +19%
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