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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
2
Ameriprise
Ameriprise
Minnesota
$716M
3
Bank of America
Bank of America
North Carolina
$1.45B
4
BDF
Balasa Dinverno & Foltz
$44.3M
5
RBA
Richard Bernstein Advisors
New York
$439M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
3
PI
PFS Investments
Georgia
$7.79M
4
UBS Group
UBS Group
Switzerland
$380M
5
BlackRock
BlackRock
New York
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
551
Duncker Streett & Co
Missouri
$7K – – –
LFG
552
Larson Financial Group
Missouri
$6K – – –
SL
553
Savior LLC
Massachusetts
$6K – – –
GFPC
554
Global Financial Private Client
Florida
$5.63K – – –
FCH
555
Freestone Capital Holdings
Washington
$5.32K +$5.32K +51 New
OC
556
Oakworth Capital
Alabama
$5K – – –
EW
557
Element Wealth
Mississippi
$5K – – –
CCA
558
Column Capital Advisors
Indiana
$5K +$1.77K +18 +55%
AA
559
Advisory Alpha
Michigan
$5K +$5K +44 New
SMG
560
Spectrum Management Group
Indiana
$4K – – –
UWM
561
USAdvisors Wealth Management
Minnesota
$2.6K +$125 +1,210 +5%
GAM
562
Gemmer Asset Management
California
$2K – – –
HR
563
Howe & Rusling
New York
$1K -$1.43K -20 -59%
SBL
564
Sargent Bickham Lagudis
Colorado
$1K +$1K +11 New
AWA
565
Arkadios Wealth Advisors
Georgia
$429 +$429 +4 New
WIM
566
Westside Investment Management
California
$20 – – –
HI
567
Horizon Investments
North Carolina
– -$210M -2,191,208 Closed
Sumitomo Mitsui Trust Group
568
Sumitomo Mitsui Trust Group
Japan
– -$20.9M -217,500 Closed
PWAG
569
Polaris Wealth Advisory Group
California
– -$13.2M -136,494 Closed
MTB
570
Mizuho Trust & Banking
Japan
– -$12.5M -130,000 Closed
MCIA
571
Mountain Capital Investment Advisors
Colorado
– -$9.71M -99,854 Closed
FFS
572
Founders Financial Securities
Maryland
– -$9.13M -95,215 Closed
CGFA
573
Colton Groome Financial Advisors
North Carolina
– -$8.61M -89,742 Closed
TA
574
TCG Advisors
Texas
– -$6.55M -68,247 Closed
APCM
575
Alaska Permanent Capital Management
Alaska
– -$4.92M -51,306 Closed
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