QUAL icon

iShares MSCI USA Quality Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CBA
551
Coastal Bridge Advisors
Connecticut
-$533K -5,711 Closed
Two Sigma Advisers
552
Two Sigma Advisers
New York
-$508K -5,500 Closed
GIM
553
Goelzer Investment Management
Indiana
-$381K -4,120 Closed
TI
554
Trexquant Investment
Connecticut
-$334K -3,611 Closed
TI
555
Truepoint Inc
Ohio
-$305K -3,299 Closed
SWM
556
Sequoia Wealth Management
Illinois
-$306K -3,289 Closed
BPWA
557
Beacon Pointe Wealth Advisors
California
-$277K -2,989 Closed
BL
558
Balentine LLC
Georgia
-$97K -1,050 Closed
WT
559
Whittier Trust
California
-$89K -963 Closed
EW
560
Evoke Wealth
California
-$46.2K -500 Closed
GSWM
561
Golden State Wealth Management
California
-$17K -180 Closed
TWA
562
TCI Wealth Advisors
Arizona
-$15K -167 Closed
CCMW
563
Cypress Capital Management (Wyoming)
Wyoming
-$10K -111 Closed
AA
564
Advisory Alpha
Michigan
-$8.07K -89 Closed
HS
565
Horan Securities
United States
-$5K -59 Closed
GWMIA
566
Global Wealth Management Investment Advisory
Florida
-$4K -48 Closed
PC
567
Permanens Capital
New York
-$3K -31 Closed
FPS
568
Fieldpoint Private Securities
Connecticut
-$2K -20 Closed
FEM
569
Fulcrum Equity Management
Texas
-$1K -12 Closed