QUAL icon

iShares MSCI USA Quality Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RT
451
Rockland Trust
Massachusetts
$256K +$256K +2,472 New
LWS
452
Lucia Wealth Services
California
$255K
FPGK
453
Financial Partners Group (Kansas)
Kansas
$255K +$255K +2,457 New
KP
454
Keel Point
Alabama
$254K -$1.12M -10,825 -82%
BCA
455
Biltmore Capital Advisors
New Jersey
$252K +$252K +2,427 New
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$84K -810 -25%
PPA
457
Parametric Portfolio Associates
Washington
$249K +$249K +2,402 New
SAM
458
Stringer Asset Management
Tennessee
$246K +$246K +2,369 New
CFD
459
Creative Financial Designs
Indiana
$245K +$245K +2,360 New
LG
460
Leuthold Group
Minnesota
$232K +$14.6K +141 +7%
SS
461
Sunbelt Securities
Texas
$229K -$11.8K -114 -5%
GA
462
Geller Advisors
New York
$229K +$933 +9 +0.4%
SQA
463
Simon Quick Advisors
New Jersey
$226K -$47.7K -459 -17%
FFC
464
Fure Financial Corporation
Minnesota
$224K -$376K -3,633 -63%
WP
465
WealthPLAN Partners
Nebraska
$224K
AW
466
Avion Wealth
Texas
$219K -$7.99K -77 -4%
CAPTRUST Financial Advisors
467
CAPTRUST Financial Advisors
North Carolina
$218K -$498K -4,770 -70%
T
468
TRUADVICE
Florida
$217K +$217K +2,051 New
QAM
469
QCI Asset Management
New York
$217K +$217K +2,094 New
EWM
470
Edge Wealth Management
New York
$209K -$339K -3,274 -62%
BCM
471
BTR Capital Management
California
$209K +$209K +2,014 New
PBF
472
Petix & Botte Financial
California
$207K -$16K -154 -7%
CS
473
Comerica Securities
Michigan
$206K +$206K +1,984 New
PFA
474
Pettinga Financial Advisors
Indiana
$206K +$206K +1,984 New
HA
475
HYA Advisors
Missouri
$204K +$204K +1,963 New