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 %
SAM
476
Strategy Asset Managers
California
$203K +$203K +1,956 New
WIA
477
World Investment Advisors
California
$202K +$202K +1,950 New
VFA
478
Valeo Financial Advisors
Indiana
$201K -$68.7K -661 -25%
HCA
479
Horan Capital Advisors
Ohio
$199K +$199K +1,919 New
William Blair & Company
480
William Blair & Company
Illinois
$188K +$79K +762 +72%
PGAM
481
Princeton Global Asset Management
New Jersey
$164K
Bank Julius Baer & Co
482
Bank Julius Baer & Co
Switzerland
$159K -$6.86M -66,363 -98%
SMFG
483
Sumitomo Mitsui Financial Group
Japan
$157K +$111K +1,069 +241%
RG
484
Retirement Group
California
$151K +$415 +4 +0.3%
BAM
485
Belpointe Asset Management
Nevada
$150K -$6.84K -66 -4%
PFO
486
Pathstone Family Office
New Jersey
$148K +$621 +6 +0.4%
TFGT
487
TS Financial Group (TSFG)
Illinois
$140K
IFAM
488
Institutional & Family Asset Management
Colorado
$135K
FCM
489
Firestone Capital Management
Florida
$135K
LFG
490
LifePlan Financial Group
Ohio
$127K -$23.6K -227 -16%
BWP
491
Baldwin Wealth Partners
Massachusetts
$123K
HBT
492
Hills Bank & Trust
Iowa
$120K
BFEC
493
Benjamin F. Edwards & Company
Missouri
$104K
FFA
494
Founders Financial Alliance
North Carolina
$100K +$100K +960 New
CB
495
CNB Bank
Pennsylvania
$97K
PFA
496
Professional Financial Advisors
Nebraska
$92K +$92K +912 New
ICM
497
Islay Capital Management
Texas
$90K
JGIA
498
Jackson Grant Investment Advisers
Connecticut
$90K +$417 +4 +0.5%
SSB
499
Sandy Spring Bank
Maryland
$79K +$34.2K +328 +76%
PFP
500
Pinnacle Financial Partners
Tennessee
$76K