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 %
VAS
426
Vestmark Advisory Solutions
Massachusetts
$314K
RIM
427
Regent Investment Management
Kentucky
$314K +$39.9K +416 +15%
VFM
428
Vivid Financial Management
California
$311K -$4.87M -50,860 -94%
RSWM
429
Robertson Stephens Wealth Management
California
$311K -$47K -491 -13%
PFGIA
430
Patriot Financial Group Insurance Agency
Massachusetts
$309K -$1.32M -13,772 -81%
LA
431
LexAurum Advisors
Kansas
$309K -$184K -1,921 -37%
RC
432
RegentAtlantic Capital
New Jersey
$309K +$38K +396 +14%
TVAMP
433
Tennessee Valley Asset Management Partners
Tennessee
$308K +$34.8K +363 +13%
PCM
434
Parsons Capital Management
Rhode Island
$304K +$8.63K +90 +3%
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$298K -$87.6K -913 -23%
PK
436
Pflug Koory
Nebraska
$289K
DL
437
DOHJ LLC
Washington
$280K +$280K +2,757 New
IC
438
InterOcean Capital
Illinois
$273K
CIR
439
Clear Investment Research
Georgia
$273K +$131K +1,366 +92%
CS
440
Credit Suisse
Switzerland
$270K +$270K +2,812 New
Fisher Asset Management
441
Fisher Asset Management
Washington
$268K +$268K +2,789 New
BCA
442
Bay Colony Advisors
Massachusetts
$267K -$192K -2,000 -42%
ECM
443
ETrade Capital Management
Virginia
$259K -$44.8M -467,009 -99%
HTHT
444
Hemenway Trust Hemenway Trust
New Hampshire
$258K +$258K +2,690 New
SQA
445
Simon Quick Advisors
New Jersey
$253K +$251K +2,609 +10,871%
MGWM
446
Marks Group Wealth Management
Minnesota
$253K +$253K +2,641 New
VFA
447
Valeo Financial Advisors
Indiana
$249K -$88K -917 -26%
BP
448
BBR Partners
New York
$249K
MMM
449
Mendel Money Management
Illinois
$248K +$248K +2,588 New
Invesco
450
Invesco
Georgia
$246K -$1.05M -10,890 -81%