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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
$1.17B
2
Ameriprise
Ameriprise
Minnesota
$716M
3
Bank of America
Bank of America
North Carolina
$1.45B
4
BDF
Balasa Dinverno & Foltz
$44.3M
5
RBA
Richard Bernstein Advisors
New York
$439M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
3
PI
PFS Investments
Georgia
$7.79M
4
UBS Group
UBS Group
Switzerland
$380M
5
BlackRock
BlackRock
New York
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
426
Mendel Money Management
Illinois
$321K +$52.2K +503 +19%
VSWA
427
Vontobel Swiss Wealth Advisors
Switzerland
$317K -$14.1K -147 -4%
PK
428
Pflug Koory
Nebraska
$312K – – –
AWA
429
Alaska Wealth Advisors
Alaska
$298K -$5.1M -49,103 -94%
JG
430
Jefferies Group
New York
$298K -$9.24K -89 -3%
LA
431
LexAurum Advisors
Kansas
$295K -$40K -385 -12%
CIR
432
Clear Investment Research
Georgia
$294K -$1.24K -12 -0.4%
DL
433
DOHJ LLC
Washington
$293K -$6.52K -60 -2%
CS
434
Credit Suisse
Switzerland
$292K – – –
HS
435
Horan Securities
United States
$290K +$269K +2,595 +1,266%
SOMRS
436
State of Michigan Retirement System
Michigan
$290K +$290K +2,800 New
BCA
437
Bay Colony Advisors
Massachusetts
$289K – – –
WWM
438
WJ Wealth Management
Arizona
$286K -$383K -3,685 -57%
HTHT
439
Hemenway Trust Hemenway Trust
New Hampshire
$279K – – –
EWM
440
EPG Wealth Management
Georgia
$278K +$19.2K +185 +7%
MGWM
441
Marks Group Wealth Management
Minnesota
$274K +$104 +1 +0%
TCA
442
Transcend Capital Advisors
New Jersey
$274K +$274K +2,640 New
BP
443
BBR Partners
New York
$270K – – –
Northern Trust
444
Northern Trust
Illinois
$268K -$245K -2,364 -48%
TIA
445
Traphagen Investment Advisors
New Jersey
$265K -$645K -6,214 -71%
WGCA
446
Wolf Group Capital Advisors
Virginia
$263K – – –
CA
447
Crumly & Associates
Illinois
$262K -$3.42K -33 -1%
APW
448
Acima Private Wealth
Virginia
$262K – – –
CA
449
Cambridge Advisors
Nebraska
$259K +$1.14K +11 +0.4%
DTC
450
Davidson Trust Company
Washington
$256K -$7.24K -70 -3%
16 17
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