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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 %
BEAM
601
Baker Ellis Asset Management
Washington
– -$253K -2,500 Closed
LW
602
Linscomb Wealth
Texas
– -$248K -2,456 Closed
LG
603
Leuthold Group
Minnesota
– -$246K -2,436 Closed
PJSIMP
604
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$238K -2,360 Closed
DTC
605
Davidson Trust Company
Washington
– -$232K -2,305 Closed
DL
606
DOHJ LLC
Washington
– -$231K -2,288 Closed
BRWM
607
B. Riley Wealth Management
Tennessee
– -$227K -2,244 Closed
NF
608
Nikulski Financial
Iowa
– -$230K -2,240 Closed
CA
609
Cambridge Advisors
Nebraska
– -$223K -2,210 Closed
PBF
610
Petix & Botte Financial
California
– -$219K -2,169 Closed
HA
611
HYA Advisors
Missouri
– -$208K -2,057 Closed
CCP
612
Cardan Capital Partners
Colorado
– -$204K -2,020 Closed
BCM
613
BTR Capital Management
California
– -$203K -2,014 Closed
GTAM
614
Global Trust Asset Management
Florida
– -$197K -1,954 Closed
ACM
615
Anfield Capital Management
California
– -$157K -1,543 Closed
RIA
616
Realta Investment Advisors
Delaware
– -$150K -1,523 Closed
ACA
617
Aptus Capital Advisors
Alabama
– -$90K -898 Closed
CL
618
Cabana LLC
Arkansas
– -$57K -563 Closed
LAS
619
Lloyd Advisory Services
Georgia
– -$32K -320 Closed
WHG
620
Westwood Holdings Group
Texas
– -$27K -263 Closed
EWA
621
Evolution Wealth Advisors
Florida
– -$25K -250 Closed
BBA
622
Braun-Bostich & Associates
Pennsylvania
– -$25K -246 Closed
WCM
623
Wealthcare Capital Management
Virginia
– -$23K -228 Closed
OSAM
624
O'Shaughnessy Asset Management
Connecticut
– -$18K -175 Closed
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
– -$14K -139 Closed
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