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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 %
FCA
326
FLC Capital Advisors
California
$926K +$926K +11,652 New
GT
327
Glenmede Trust
Pennsylvania
$921K – – –
JWBC
328
John W. Brooker & Co
California
$918K -$1.62K -20 -0.2%
EPA
329
Element Pointe Advisors
Florida
$915K – – –
SWA
330
Stratos Wealth Advisors
Ohio
$898K +$620K +7,648 +223%
AWM
331
Aries Wealth Management
Maine
$870K +$222K +2,795 +34%
FI
332
Financial Insights
Washington
$863K – – –
Brown Advisory
333
Brown Advisory
Maryland
$857K – – –
EE
334
EWG Elevate
California
$844K +$143K +1,765 +20%
ATC
335
Argent Trust Co
Tennessee
$843K -$1.13K -14 -0.1%
DAS
336
Dynamic Advisor Solutions
Arizona
$838K +$107K +1,324 +15%
SG
337
StoneX Group
New York
$830K +$181K +2,234 +28%
Comerica Bank
338
Comerica Bank
Texas
$822K +$263K +2,976 +47%
RJT
339
Raymond James Trust
Florida
$819K +$399K +4,928 +95%
EWA
340
Exencial Wealth Advisors
Oklahoma
$814K +$230K +2,836 +39%
MTB
341
Mizuho Trust & Banking
Japan
$810K -$3.24M -40,000 -80%
HFA
342
High Falls Advisors
New York
$805K +$89.9K +1,109 +13%
BFA
343
Beacon Financial Advisory
Ohio
$783K -$106K -1,314 -12%
SRIM
344
Saratoga Research & Investment Management
California
$783K +$783K +9,666 New
BCM
345
Beck Capital Management
Texas
$779K -$1.02M -12,521 -57%
CWM
346
Cabot Wealth Management
Massachusetts
$778K +$177K +2,177 +29%
RFN
347
RDA Financial Network
Iowa
$764K +$97.4K +1,201 +15%
5L
348
55I LLC
Massachusetts
$762K -$411K -4,695 -35%
KA
349
Kovack Advisors
Florida
$756K -$97.1K -1,199 -11%
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$752K +$293K +3,617 +64%
12 13
14
15 16