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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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$39.2M +$7.93M +76,424 +25%
CFFP
52
Center for Financial Planning
Michigan
$39M -$541K -5,212 -1%
DADC
53
D.A. Davidson & Co
Montana
$38.3M +$113K +1,086 +0.3%
JIC
54
Johnson Investment Counsel
Ohio
$38.2M +$1.36M +13,111 +4%
SF
55
Synovus Financial
Georgia
$37.2M +$605K +5,826 +2%
AWS
56
AJ Wealth Strategies
New York
$36.9M -$1.23M -11,888 -3%
COF
57
Capital One Financial
Virginia
$35.6M +$15.8M +152,307 +80%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$35.1M +$1.81M +17,438 +5%
WDL
59
Well Done LLC
Michigan
$35.1M -$2.53M -24,406 -7%
BFPW
60
BOK Financial Private Wealth
Colorado
$34.6M -$11.6M -112,197 -25%
AWE
61
Avidian Wealth Enterprises
Texas
$33.7M -$8.82M -84,999 -21%
SC
62
Schoolcraft Capital
Colorado
$33.4M +$293K +2,824 +0.9%
HCA
63
Heck Capital Advisors
Wisconsin
$30.7M -$16.4M -158,003 -35%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$29.6M +$877K +8,453 +3%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$29.5M +$8.72M +84,032 +42%
PA
66
Pinnacle Associates
New York
$28.7M +$235K +2,269 +0.8%
QA
67
Quantitative Advantage
Minnesota
$28.6M -$538K -5,183 -2%
PP
68
Palladium Partners
Virginia
$27.2M -$4.47M -43,086 -14%
PAG
69
Private Advisor Group
New Jersey
$26.3M -$754K -7,371 -3%
HighTower Advisors
70
HighTower Advisors
Illinois
$25.5M +$586K +5,648 +2%
SWMG
71
Sanchez Wealth Management Group
Florida
$25.2M +$730K +7,037 +3%
SW
72
SVB Wealth
Massachusetts
$24.7M +$2.13M +20,490 +9%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$24M -$4.81M -46,327 -17%
TCM
74
TD Capital Management
Tennessee
$23.9M +$761K +7,337 +3%
Franklin Resources
75
Franklin Resources
California
$23.6M +$154K +1,485 +0.7%
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