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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

539 hedge funds and large institutions have $12.3B invested in iShares MSCI USA Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 230 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+152
Holders Change %
+39.28%
% of All Funds
10.64%
Holding in Top 10
103
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+71.67%
% of All Funds
2.03%
New
188
Increased
230
Reduced
72
Closed
29
Calls
$19.5M
Puts
–
Net Calls
+$19.5M
Net Calls Change
+$1.04M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$910M
2
BlackRock
BlackRock
New York
+$206M
3
LPL Financial
LPL Financial
California
+$205M
4
AG
Advisor Group
Arizona
+$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$218M
2
DT
Diversified Trust
Tennessee
-$35.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$22.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$17.1M
5
BCI
Brinker Capital Investments
Pennsylvania
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
451
DOHJ LLC
Washington
$231K +$231K +2,288 New
NF
452
Nikulski Financial
Iowa
$230K +$230K +2,240 New
JSL
453
JT Stratford LLC
Georgia
$229K +$229K +2,267 New
EWM
454
EPG Wealth Management
Georgia
$229K +$229K +2,271 New
BRWM
455
B. Riley Wealth Management
Tennessee
$227K +$7.08K +70 +3%
EWM
456
Edge Wealth Management
New York
$227K +$214K +2,132 +1,706%
HNB
457
Huntington National Bank
Ohio
$224K -$199K – –
CA
458
Cambridge Advisors
Nebraska
$223K +$223K +2,210 New
PBF
459
Petix & Botte Financial
California
$219K +$219K +2,169 New
VFA
460
Valeo Financial Advisors
Indiana
$214K +$31.7K +314 +17%
HA
461
HYA Advisors
Missouri
$208K +$208K +2,057 New
SP
462
Successful Portfolios
Florida
$208K +$208K +2,062 New
WA
463
WBH Advisory
Maryland
$208K +$208K +2,069 New
APC
464
Aspire Private Capital
North Carolina
$204K +$204K +2,018 New
CCP
465
Cardan Capital Partners
Colorado
$204K +$204K +2,020 New
BCM
466
BTR Capital Management
California
$203K +$203K +2,014 New
SMFS
467
Squar Milner Financial Services
California
$199K +$199K +1,977 New
GTAM
468
Global Trust Asset Management
Florida
$197K +$197K +1,954 New
BFEC
469
Benjamin F. Edwards & Company
Missouri
$177K +$177K +1,750 New
ACM
470
Anfield Capital Management
California
$157K +$157K +1,543 New
CIR
471
Clear Investment Research
Georgia
$154K -$29.3K -291 -16%
RIA
472
Realta Investment Advisors
Delaware
$150K +$6.99K +71 +5%
TFGT
473
TS Financial Group (TSFG)
Illinois
$144K +$87.2K +864 +153%
CWP
474
CFM Wealth Partners
Texas
$136K +$136K +1,305 New
BWP
475
Baldwin Wealth Partners
Massachusetts
$133K – – –
17 18
19
20 21