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 %
SFM
401
Signet Financial Management
New Jersey
$479K +$35.4K +342 +8%
CA
402
Continuum Advisory
Idaho
$478K -$156K -1,613 -25%
Northern Trust
403
Northern Trust
Illinois
$475K +$475K +4,951 New
PWM
404
Perigon Wealth Management
California
$466K +$187K +1,949 +67%
RMAM
405
Raab & Moskowitz Asset Management
New Jersey
$464K +$1.63K +17 +0.4%
NSB
406
Norway Savings Bank
Maine
$456K +$456K +4,751 New
TWM
407
Tolleson Wealth Management
Texas
$455K -$1.05M -10,921 -70%
PWM
408
Paulson Wealth Management
Illinois
$454K
APP
409
Avantax Planning Partners
Iowa
$448K
WS
410
Wedbush Securities
California
$446K -$213K -2,219 -32%
BTW
411
Boston Trust Walden
Massachusetts
$434K
GSC
412
G&S Capital
Colorado
$427K +$18.7K +195 +5%
LJAC
413
L.J. Altfest & Co
New York
$415K -$48.4K -505 -10%
FTS
414
Fifth Third Securities
Ohio
$412K
PJSIMP
415
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K +$411K +4,287 New
MFW
416
Meristem Family Wealth
Minnesota
$402K -$15.5K -162 -4%
ONST
417
Old North State Trust
North Carolina
$378K +$96 +1 +0%
IFS
418
Ifrah Financial Services
Arkansas
$376K -$12.7K -132 -3%
MW
419
Marcum Wealth
Ohio
$371K +$15.1K +157 +4%
NEPPG
420
New England Professional Planning Group
Rhode Island
$362K
PP
421
Prudential plc
United Kingdom
$359K -$8.58M -89,421 -96%
PPP
422
Private Portfolio Partners
New Jersey
$335K -$960K -10,013 -74%
IWP
423
Icon Wealth Partners
Texas
$331K -$9.13M -95,240 -97%
VSWA
424
Vontobel Swiss Wealth Advisors
Switzerland
$331K +$16.7K +174 +5%
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$325K +$66.7K +695 +26%