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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 %
NB
451
NBT Bank
New York
$224K +$224K +2,758 New
GFPC
452
Global Financial Private Client
Florida
$224K -$24.1K -310 -10%
CWP
453
Capital Wealth Planning
Florida
$219K +$219K +2,700 New
Bank Julius Baer & Co
454
Bank Julius Baer & Co
Switzerland
$218K +$218K +2,688 New
FLPIM
455
F.L. Putnam Investment Management
Massachusetts
$218K +$218K +2,693 New
BP
456
BBR Partners
New York
$211K +$211K +2,600 New
CA
457
Crumly & Associates
Illinois
$207K +$207K +2,559 New
WGCA
458
Wolf Group Capital Advisors
Virginia
$206K – – –
APW
459
Acima Private Wealth
Virginia
$205K – – –
SWM
460
SigFig Wealth Management
California
$204K +$204K +2,513 New
AWA
461
Arete Wealth Advisors
Illinois
$200K +$200K +2,471 New
LWS
462
Lucia Wealth Services
California
$199K +$199K +2,456 New
AW
463
Avion Wealth
Texas
$177K -$8.41K -104 -5%
APC
464
Aspire Private Capital
North Carolina
$177K +$13K +160 +8%
SMFS
465
Squar Milner Financial Services
California
$160K – – –
CA
466
Clearstead Advisors
Ohio
$160K +$160K +1,980 New
EP
467
Eudaimonia Partners
Tennessee
$126K -$61.1K -754 -33%
HNB
468
Huntington National Bank
Ohio
$121K -$224K – –
CIR
469
Clear Investment Research
Georgia
$120K -$3.73K -46 -3%
TFGT
470
TS Financial Group (TSFG)
Illinois
$118K +$2.11K +26 +2%
CWP
471
CFM Wealth Partners
Texas
$106K – – –
FCM
472
Firestone Capital Management
Florida
$105K +$80.8K +1,000 +333%
LWM
473
Lenox Wealth Management
Ohio
$101K +$18.7K +232 +23%
BWP
474
Baldwin Wealth Partners
Massachusetts
$96K -$11.1K -137 -10%
PPFA
475
Provida Pension Fund Administrator
Chile
$94K – – –
17 18
19
20 21