QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

566 hedge funds and large institutions have $14.1B invested in iShares MSCI USA Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 207 increasing their positions, 193 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
11.63%
Holding in Top 10
104
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.77%
% of All Funds
2.14%
New
105
Increased
207
Reduced
193
Closed
82
Calls
$19.6M
Puts
$6.6M
Net Calls
+$13M
Net Calls Change
-$3.57M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$354M
2
Bank of America
Bank of America
North Carolina
+$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
4
Ameriprise
Ameriprise
Minnesota
+$149M
5
RBA
Richard Bernstein Advisors
New York
+$138M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$729M
2
Osaic Holdings
Osaic Holdings
Arizona
-$346M
3
BlackRock
BlackRock
New York
-$264M
4
Victory Capital Management
Victory Capital Management
Texas
-$118M
5
PAS
Park Avenue Securities
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFPWM
576
Leicht Financial Planning & Wealth Management
New Jersey
– -$4.29M -52,719 Closed
FGAM
577
Financial Gravity Asset Management
Texas
– -$4.01K -49,545 Closed
HPC
578
Hobart Private Capital
North Carolina
– -$3.71M -45,800 Closed
HH
579
Hilltop Holdings
Texas
– -$3.59M -44,304 Closed
RHP
580
Royal Harbor Partners
Texas
– -$3.44M -42,395 Closed
VC
581
Vicus Capital
Pennsylvania
– -$3.42M -42,137 Closed
HGWM
582
Horst & Graben Wealth Management
Oregon
– -$3.38M -41,671 Closed
I
583
INVST
Indiana
– -$2.71M -34,868 Closed
MHS
584
M Holdings Securities
Oregon
– -$2.59M -31,909 Closed
TF
585
Trek Financial
Arizona
– -$2.26M -27,913 Closed
MIAN
586
Mariner Independent Advisor Network
Kansas
– -$2.19M -27,704 Closed
GIA
587
Gladstone Institutional Advisory
Florida
– -$1.68M -20,698 Closed
TPWA
588
TRUE Private Wealth Advisors
Oregon
– -$1.55M -19,103 Closed
ACP
589
Aveo Capital Partners
Colorado
– -$1.47M -18,182 Closed
APW
590
Austin Private Wealth
Texas
– -$1.4M -17,307 Closed
AIA
591
Avalon Investment & Advisory
Texas
– -$1.3M -16,007 Closed
STA
592
Summit Trail Advisors
New York
– -$1.27M -15,669 Closed
HIM
593
Hanlon Investment Management
New Jersey
– -$1.21M -14,934 Closed
DC
594
Derby & Company
Massachusetts
– -$1.06M -13,113 Closed
MYIA
595
Mount Yale Investment Advisors
Colorado
– -$1.01M -12,475 Closed
PWA
596
Physician Wealth Advisors
Utah
– -$1.01M -11,625 Closed
HFA
597
High Falls Advisors
New York
– -$805K -9,936 Closed
SRIM
598
Saratoga Research & Investment Management
California
– -$783K -9,666 Closed
RFN
599
RDA Financial Network
Iowa
– -$764K -9,423 Closed
VC
600
Veracity Capital
Georgia
– -$627K -7,740 Closed
22 23
24
25 26