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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 %
VCM
576
Virtue Capital Management
Tennessee
– -$737K -7,295 Closed
WP
577
WealthPLAN Partners
Nebraska
– -$731K -6,958 Closed
OMC
578
Old Mission Capital
Illinois
– -$692K -6,855 Closed
TCM
579
Tuttle Capital Management
Connecticut
– -$689K -6,826 Closed
SFWA
580
Summit Financial Wealth Advisors
Louisiana
– -$653K -6,437 Closed
BF
581
BOK Financial
Oklahoma
– -$632K -6,257 Closed
CW
582
CreativeOne Wealth
Kansas
– -$597K -5,914 Closed
TC
583
TownSquare Capital
Utah
– -$593K -5,864 Closed
LFS
584
Lutz Financial Services
Nebraska
– -$574K -5,686 Closed
IUHSA
585
Itau Unibanco Holding S.A.
Brazil
– -$561K -5,556 Closed
JWCA
586
J.W. Cole Advisors
Florida
– -$555K -5,491 Closed
FPGK
587
Financial Partners Group (Kansas)
Kansas
– -$518K -5,065 Closed
PPA
588
Parametric Portfolio Associates
Washington
– -$475K -4,700 Closed
WIP
589
Wellesley Investment Partners
Massachusetts
– -$456K -4,515 Closed
CS
590
Capital Square
Tennessee
– -$430K -4,266 Closed
CFD
591
Creative Financial Designs
Indiana
– -$428K -4,205 Closed
BFO
592
Biltmore Family Office
North Carolina
– -$407K -4,025 Closed
RCA
593
Resonant Capital Advisors
Wisconsin
– -$394K -3,901 Closed
BBHC
594
Brown Brothers Harriman & Co
New York
– -$369K -3,657 Closed
CIBC World Market
595
CIBC World Market
Ontario, Canada
– -$365K -3,613 Closed
FNT
596
First National Trust
Pennsylvania
– -$346K -3,425 Closed
CAG
597
Crestwood Advisors Group
Massachusetts
– -$343K -3,397 Closed
ICMP
598
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$334K -3,313 Closed
BFA
599
Beaumont Financial Advisors
Massachusetts
– -$300K -2,975 Closed
HTC
600
Haverford Trust Company
Pennsylvania
– -$273K -2,705 Closed
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