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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 %
MAG
351
Mayfair Advisory Group
Alabama
$725K +$489K +6,027 +207%
KIA
352
KCM Investment Advisors
California
$721K -$145K -1,790 -17%
CA
353
Corrado Advisors
New Jersey
$675K +$447K +5,519 +196%
VCP
354
Verus Capital Partners
Arizona
$674K +$428K +5,283 +174%
FEG
355
Financial Enhancement Group
Indiana
$671K +$72.6K +897 +12%
Deutsche Bank
356
Deutsche Bank
Germany
$661K +$72.1K +890 +12%
IA
357
IFG Advisory
Georgia
$642K +$148K +1,825 +30%
BA
358
Bristlecone Advisors
Washington
$636K +$636K +7,845 New
VC
359
Veracity Capital
Georgia
$627K +$627K +7,740 New
PIA
360
Perennial Investment Advisors
California
$618K -$125K -1,545 -17%
PCG
361
Private Capital Group
Connecticut
$612K +$170K +2,097 +38%
AIS
362
Accurate Investment Solutions
Pennsylvania
$607K +$384K +4,740 +172%
TP
363
Tranquility Partners
Tennessee
$605K +$135K +1,665 +29%
DIP
364
DT Investment Partners
Pennsylvania
$602K -$1.32M -16,279 -69%
FCA
365
FinTrust Capital Advisors
South Carolina
$601K +$159K +1,959 +36%
AFP
366
Ausdal Financial Partners
Iowa
$595K -$510K -5,806 -46%
FSA
367
Financial Sense Advisors
California
$591K +$323K +3,981 +120%
SRC
368
Shufro Rose & Co
New York
$585K +$585K +7,223 New
FIM
369
Fernwood Investment Management
Massachusetts
$580K +$50K +617 +9%
RBCM
370
Raub Brock Capital Management
California
$571K +$571K +7,045 New
SWM
371
SVA Wealth Management
Wisconsin
$563K +$563K +6,943 New
SP
372
Successful Portfolios
Florida
$559K +$392K +4,832 +234%
WS
373
Wedbush Securities
California
$557K -$137K -1,692 -20%
GT
374
Greenleaf Trust
Michigan
$553K +$367K +4,520 +197%
IAA
375
Independent Advisor Alliance
North Carolina
$546K -$2.16M -26,727 -80%
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