QUAL icon

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
$1.05B
2
M&T Bank
M&T Bank
New York
$238M
3
Victory Capital Management
Victory Capital Management
Texas
$215M
4
Morgan Stanley
Morgan Stanley
New York
$334M
5
CWM
Connecticut Wealth Management
Connecticut
$99.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$76.7M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
PI
PFS Investments
Georgia
$43.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$320M
5
BlackRock
BlackRock
New York
$650M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
AJ Wealth Strategies
New York
$31.5M +$31.5M +388,345 New
WDL
52
Well Done LLC
Michigan
$31M +$8.88M +109,626 +40%
DADC
53
D.A. Davidson & Co
Montana
$30.9M +$410K +5,055 +1%
EWF
54
Epstein & White Financial
California
$30.4M +$10.8M +133,361 +55%
CIAS
55
Capital Investment Advisory Services
North Carolina
$29.7M +$14.6M +180,681 +97%
CFFP
56
Center for Financial Planning
Michigan
$29.1M -$516K -6,373 -2%
SF
57
Synovus Financial
Georgia
$28.3M +$9.59M +118,356 +51%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$28M +$7.03M +86,751 +34%
B
59
Barings
North Carolina
$27.7M +$23.2M +286,091 +511%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$27.5M +$5.1M +62,939 +23%
HCA
61
Heck Capital Advisors
Wisconsin
$27.3M +$10.9M +134,721 +67%
JIC
62
Johnson Investment Counsel
Ohio
$26.7M +$3.92M +48,331 +17%
SC
63
Schoolcraft Capital
Colorado
$25.2M +$3.69M +45,591 +17%
PP
64
Palladium Partners
Virginia
$24M +$4.76M +58,702 +25%
QA
65
Quantitative Advantage
Minnesota
$23.8M -$2.21M -27,322 -9%
DF
66
Donoghue Forlines
Massachusetts
$23.7M +$4.84M +59,712 +26%
SFG
67
SNS Financial Group
Minnesota
$23.2M +$19.3M +238,165 +494%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$22.5M -$10.2M -126,151 -31%
PAG
69
Private Advisor Group
New Jersey
$22M +$6.6M +81,434 +43%
FA
70
FDx Advisors
Illinois
$20.2M +$3.52M +43,403 +21%
BAAM
71
Baker Avenue Asset Management
California
$19.5M -$1.19M -14,674 -6%
PA
72
Pinnacle Associates
New York
$19.4M +$5.51M +67,945 +40%
HighTower Advisors
73
HighTower Advisors
Illinois
$19.3M +$2.43M +30,037 +14%
AIC
74
Ameritas Investment Company
Nebraska
$18.8M +$496K +6,332 +3%
SWMG
75
Sanchez Wealth Management Group
Florida
$18.8M +$40.9K +505 +0.2%
1 2
3
4 5