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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 %
FA
376
FMA Advisory
Pennsylvania
$542K -$22.5K -278 -4%
LNC
377
Lincoln National Corp
Pennsylvania
$534K -$59.8K -738 -10%
OFG
378
OmniStar Financial Group
North Carolina
$533K +$254K +3,133 +91%
LS
379
Leelyn Smith
Illinois
$523K -$490K -6,049 -48%
WWM
380
WJ Wealth Management
Arizona
$519K -$88.8K -1,097 -15%
CA
381
Continuum Advisory
Idaho
$510K -$16K -206 -3%
SAG
382
Spotlight Asset Group
Illinois
$509K -$505K -6,235 -50%
UCFA
383
United Capital Financial Advisors
Texas
$501K +$501K +6,182 New
IFG
384
Investors Financial Group
Minnesota
$497K -$16.7K -206 -3%
VWA
385
V Wealth Advisors
Kansas
$496K +$286K +3,527 +136%
ACS
386
Archford Capital Strategies
Illinois
$495K +$173K +2,136 +54%
MOS
387
MGO One Seven
Ohio
$492K +$299K +3,699 +155%
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$489K -$563K -6,953 -54%
SAM
389
Stringer Asset Management
Tennessee
$483K +$483K +5,963 New
FPCM
390
Financial Partners Capital Management
New York
$480K +$480K +5,917 New
MIM
391
Moseley Investment Management
Florida
$478K -$709K -8,747 -60%
ACG
392
Allen Capital Group
Nebraska
$475K – – –
VWA
393
Visionary Wealth Advisors
Illinois
$456K +$139K +1,714 +44%
CBA
394
Coastal Bridge Advisors
Connecticut
$442K +$442K +5,213 New
EWM
395
Edge Wealth Management
New York
$439K +$254K +3,099 +137%
GLA
396
Good Life Advisors
Pennsylvania
$432K +$127K +1,566 +42%
OCM
397
Orser Capital Management
Texas
$429K -$817K -10,085 -66%
LA
398
LexAurum Advisors
Kansas
$417K +$8.91K +110 +2%
CFW
399
CA Family Wealth
California
$416K +$44.4K +548 +12%
WSFS
400
Wilmington Savings Fund Society
Delaware
$414K -$334K -4,117 -45%
14 15
16
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