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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 %
JWA
526
JFS Wealth Advisors
Pennsylvania
$7K – – –
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$6K -$2.65K -30 -31%
DSC
528
Duncker Streett & Co
Missouri
$6K – – –
HWA
529
HHM Wealth Advisors
Tennessee
$6K +$6K +76 New
SL
530
Savior LLC
Massachusetts
$5K -$223K -2,672 -98%
FRA
531
Front Row Advisors
California
$5K – – –
HS
532
Horan Securities
United States
$5K +$5K +59 New
LFG
533
Larson Financial Group
Missouri
$5K +$5K +60 New
HF
534
Halpern Financial
Virginia
$4.3K +$4.3K +53 New
FGAM
535
Financial Gravity Asset Management
Texas
$4.01K -$97 -1,202 -2%
EW
536
Element Wealth
Mississippi
$4K +$4K +49 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$4K +$4K +50 New
EWP
538
Engrave Wealth Partners
Texas
$3K – – –
IRC
539
Investors Research Corp
Georgia
$3K +$2.14K +30 +250%
GAM
540
Gemmer Asset Management
California
$2K – – –
FWM
541
FSA Wealth Management
Massachusetts
$2K – – –
SQA
542
Simon Quick Advisors
New Jersey
$2K +$2K +24 New
FANJ
543
Financial Architects (New Jersey)
New Jersey
$1K – – –
EI
544
Ellevest Inc
New York
$1K +$300 +3 +43%
WA
545
WBH Advisory
Maryland
$567 +$399 +4,932 +238%
WIM
546
Westside Investment Management
California
$24 +$24 +300 New
CCMG
547
Clark Capital Management Group
Pennsylvania
– -$51M -504,930 Closed
PWS
548
Paragon Wealth Strategies
Florida
– -$16.5M -163,587 Closed
AIA
549
Arrow Investment Advisors
Maryland
– -$12.2M -121,123 Closed
RWP
550
Reliant Wealth Planning
Kentucky
– -$8.33M -82,503 Closed
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