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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 %
JSL
401
JT Stratford LLC
Georgia
$414K +$230K +2,846 +126%
William Blair & Company
402
William Blair & Company
Illinois
$412K +$12.6K +156 +3%
PWM
403
Paulson Wealth Management
Illinois
$410K -$138K -1,590 -25%
LJAC
404
L.J. Altfest & Co
New York
$392K -$68.7K -847 -15%
RMAM
405
Raab & Moskowitz Asset Management
New Jersey
$390K -$30.7K -380 -7%
BCA
406
Bay Colony Advisors
Massachusetts
$388K -$10.5K -130 -3%
SFM
407
Signet Financial Management
New Jersey
$386K +$115K +1,280 +43%
TA
408
Tiedemann Advisors
New York
$386K +$386K +4,758 New
APP
409
Avantax Planning Partners
Iowa
$379K – – –
DWT
410
Dorsey & Whitney Trust
South Dakota
$373K +$88.9K +1,094 +31%
BTW
411
Boston Trust Walden
Massachusetts
$367K -$16.2K -200 -4%
SCA
412
Sage Capital Advisors
South Dakota
$366K +$366K +4,511 New
KP
413
Keel Point
Alabama
$363K +$363K +4,476 New
MFW
414
Meristem Family Wealth
Minnesota
$353K -$5.27K -65 -1%
FTS
415
Fifth Third Securities
Ohio
$348K +$348K +4,297 New
GSC
416
G&S Capital
Colorado
$344K +$43.4K +537 +14%
BAC
417
Boys Arnold & Co
North Carolina
$336K +$336K +4,152 New
IFS
418
Ifrah Financial Services
Arkansas
$328K -$152K -1,882 -32%
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$326K -$188K -2,320 -37%
ONST
420
Old North State Trust
North Carolina
$319K -$36K -445 -10%
WIA
421
World Investment Advisors
California
$316K +$20.5K +253 +7%
CFG
422
CMC Financial Group
Georgia
$313K -$50.3K -621 -14%
NEPPG
423
New England Professional Planning Group
Rhode Island
$313K +$313K +3,503 New
HA
424
HC Advisors
Georgia
$313K +$313K +3,861 New
ADL
425
Asset Dedication LLC
California
$306K +$306K +3,767 New
15 16
17
18 19