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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 %
AFP
351
Ausdal Financial Partners
Iowa
$725K +$38K +366 +6%
PIA
352
Perennial Investment Advisors
California
$717K +$2.38K +23 +0.3%
RA
353
RFG Advisory
Alabama
$716K -$1.54M -14,847 -68%
FIM
354
Fernwood Investment Management
Massachusetts
$710K – – –
GT
355
Greenleaf Trust
Michigan
$708K – – –
LS
356
Leelyn Smith
Illinois
$708K +$1.66K +16 +0.2%
PPW
357
Pasadena Private Wealth
California
$697K -$574K -5,539 -45%
KA
358
Kovack Advisors
Florida
$693K +$9.03K +87 +1%
SHJ
359
Sharkey, Howes & Javer
Colorado
$688K +$3.94K +38 +0.6%
WA
360
WBH Advisory
Maryland
$688K +$7.98K +77 +1%
BCM
361
Beck Capital Management
Texas
$676K -$69.5K -670 -9%
IA
362
IFG Advisory
Georgia
$665K +$26.1K +252 +4%
BSW
363
Buckingham Strategic Wealth
Missouri
$660K +$104 +1 +0%
AWM
364
Alterna Wealth Management
Texas
$653K -$1.08M -10,444 -62%
FTUS
365
Flow Traders U.S.
New York
$646K +$646K +6,226 New
FA
366
FMA Advisory
Pennsylvania
$643K -$52.1K -502 -7%
ACG
367
Allen Capital Group
Nebraska
$634K – – –
ECM
368
Evergreen Capital Management
Washington
$632K +$52.5K +506 +9%
FPCM
369
Financial Partners Capital Management
New York
$622K +$2.59K +25 +0.4%
DAS
370
Dynamic Advisor Solutions
Arizona
$618K -$299K -2,886 -33%
LA
371
LVW Advisors
New York
$610K -$4.08M -39,342 -87%
MWM
372
Minot Wealth Management
Massachusetts
$599K +$599K +5,770 New
IFG
373
Investors Financial Group
Minnesota
$589K -$15.8K -152 -3%
V
374
Veritable
Delaware
$583K +$726 +7 +0.1%
MOS
375
MGO One Seven
Ohio
$580K +$10.7K +103 +2%
13 14
15
16 17