QUAL icon

iShares MSCI USA Quality Factor ETF

566 hedge funds and large institutions have $14.1B invested in iShares MSCI USA Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 207 increasing their positions, 193 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
11.63%
Holding in Top 10
104
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.77%
% of All Funds
2.14%
New
105
Increased
207
Reduced
193
Closed
82
Calls
$19.6M
Puts
$6.6M
Net Calls
+$13M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
326
Capital Asset Advisory Services
Michigan
$1.08M -$16.9K -164 -2%
OC
327
Oppenheimer & Co
New York
$1.07M -$303K -3,156 -22%
Cetera Investment Advisers
328
Cetera Investment Advisers
Illinois
$1.05M +$162K +1,692 +18%
AWA
329
Acorn Wealth Advisors
Michigan
$1.05M +$1.05M +10,949 New
ACS
330
Archford Capital Strategies
Illinois
$1.05M +$463K +4,830 +79%
FDCC
331
Foster Dykema Cabot & Co
Massachusetts
$1.05M -$20.1M -209,758 -95%
Brown Advisory
332
Brown Advisory
Maryland
$1.04M +$24K +250 +2%
BFC
333
Bedel Financial Consulting
Indiana
$1.02M +$1.02M +10,598 New
RJT
334
Raymond James Trust
Florida
$1.01M +$35.6K +371 +4%
EE
335
EWG Elevate
California
$1M +$2.69K +28 +0.3%
MFW
336
Mosaic Family Wealth
Missouri
$949K -$341K -3,556 -26%
Lido Advisors
337
Lido Advisors
California
$937K +$624K +6,502 +199%
Deutsche Bank
338
Deutsche Bank
Germany
$891K +$109K +1,138 +14%
OAM
339
Oppenheimer Asset Management
New York
$879K -$585K -6,095 -40%
BFA
340
Beacon Financial Advisory
Ohio
$874K -$52.6K -549 -6%
CFG
341
Cooper Financial Group
California
$872K -$13.8M -143,740 -94%
CWS
342
Cypress Wealth Services
California
$872K -$4.28M -44,594 -83%
TCM
343
Tuttle Capital Management
Connecticut
$863K +$863K +8,996 New
KIA
344
KCM Investment Advisors
California
$853K
DAS
345
Dynamic Advisor Solutions
Arizona
$848K -$144K -1,503 -15%
BCP
346
Blackhawk Capital Partners
Wisconsin
$847K +$847K +10,447 New
TIA
347
Traphagen Investment Advisors
New Jersey
$841K +$841K +8,767 New
BT
348
Brandywine Trust
Delaware
$832K +$832K +8,669 New
SG
349
StoneX Group
New York
$830K -$152K -1,581 -15%
CA
350
Corrado Advisors
New Jersey
$821K +$22K +229 +3%