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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 %
LAS
501
Lloyd Advisory Services
Georgia
$32K +$32K +320 New
MAM
502
Meeder Asset Management
Ohio
$32K +$32K +322 New
FCM
503
Firestone Capital Management
Florida
$30K +$30K +300 New
WHG
504
Westwood Holdings Group
Texas
$27K +$27K +263 New
MCM
505
McMillion Capital Management
North Carolina
$26K – – –
BBA
506
Braun-Bostich & Associates
Pennsylvania
$25K +$25K +246 New
EWA
507
Evolution Wealth Advisors
Florida
$25K +$25K +250 New
WCM
508
Wealthcare Capital Management
Virginia
$23K – – –
CHA
509
Carmichael Hill & Associates
Maryland
$22K +$22K +213 New
AWA
510
Arkadios Wealth Advisors
Georgia
$18.7K +$18.7K +178 New
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$18K +$18K +175 New
M
512
MOTCO
Texas
$18K +$18K +179 New
TFA
513
Tobias Financial Advisors
Florida
$17K +$17K +171 New
TCOV
514
Trust Company of Vermont
Vermont
$16K – – –
JCM
515
Jacobi Capital Management
Pennsylvania
$16K +$2.26K +23 +16%
SNT
516
Security National Trust
West Virginia
$16K +$16K +161 New
JFA
517
JNBA Financial Advisors
Minnesota
$14K – – –
Kayne Anderson Rudnick Investment Management
518
Kayne Anderson Rudnick Investment Management
California
$14K +$7.86K +78 +128%
TCWM
519
Total Clarity Wealth Management
Illinois
$14K +$14K +135 New
CFN
520
Cordasco Financial Network
Florida
$13K – – –
WEC
521
Winslow Evans & Crocker
Massachusetts
$12K – – –
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$10K -$12.9K -126 -56%
GEA
523
Glen Eagle Advisors
New Jersey
$8.6K +$7.38K +73 +608%
JWA
524
JFS Wealth Advisors
Pennsylvania
$8K – – –
KWM
525
Keebeck Wealth Management
Illinois
$8K +$8K +85 New
19 20
21
22 23