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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.

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
1
Fidelity Investments
Massachusetts
$1.17B
2
Ameriprise
2
Ameriprise
Minnesota
$716M
3
Bank of America
3
Bank of America
North Carolina
$1.45B
4
BDF
4
Balasa Dinverno & Foltz
$44.3M
5
RBA
5
Richard Bernstein Advisors
New York
$439M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$415M
3
PI
3
PFS Investments
Georgia
$7.79M
4
UBS Group
4
UBS Group
Switzerland
$380M
5
BlackRock
5
BlackRock
New York
$489M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$23M 221,366 +17,857 +9%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$22.5M 216,718 +912 +0.4%
KCM
78
Kathmere Capital Management
Pennsylvania
$22.4M 216,344 +22,996 +12%
RW
79
RVW Wealth
California
$22.4M 216,126 +2,032 +0.9%
SPIA
80
Steward Partners Investment Advisory
New York
$21.4M 205,992 +5,195 +3%
SIAS
81
Shine Investment Advisory Services
Colorado
$21.1M 203,280 +16,183 +9%
SC
82
Savant Capital
Illinois
$20.6M 198,458 +178,953 +917%
IDA
83
Intelligence Driven Advisers
California
$19.5M 188,254 +188,254 New
IWS
84
Insight Wealth Strategies
California
$19.4M 187,424 +40,675 +28%
EH
85
Equitable Holdings
New York
$18.7M 180,071 +22,534 +14%
SFP
86
Shepherd Financial Partners
Massachusetts
$18.6M 179,610 +6,479 +4%
BAAM
87
Baker Avenue Asset Management
California
$18.3M 176,070 -130,527 -43%
SWP
88
Summit Wealth Partners
Florida
$18.1M 174,799 +1,386 +0.8%
HCM
89
Hengehold Capital Management
Ohio
$17.7M 170,198 +5,816 +4%
FFBTD
90
First Financial Bank - Trust Division
Ohio
$17.6M 169,802 -13,365 -7%
OCPWS
91
One Charles Private Wealth Services
Massachusetts
$17.6M 169,733 +32,511 +24%
TEE
92
Tibra Equities Europe
United Kingdom
$17.3M 166,764 +166,764 New
TWA
93
Tillar-Wenstrup Advisors
Ohio
$17.3M 166,530 -2,373 -1%
GWAG
94
Garrett Wealth Advisory Group
Texas
$17.2M 165,676 +57 +0%
DLIC
95
Daido Life Insurance Company
Japan
$17M 164,150 – –
BCA
96
Berman Capital Advisors
Georgia
$16.9M 163,240 +5,369 +3%
SCP
97
Syntal Capital Partners
Texas
$15.7M 151,268 +781 +0.5%
CIAS
98
Capital Investment Advisory Services
North Carolina
$15.4M 148,817 -205,747 -58%
AIP
99
Almanack Investment Partners
Pennsylvania
$14.9M 134,884 +25,300 +23%
CG
100
CFO4Life Group
Texas
$14.6M 140,875 -14,866 -10%
2 3
4
5 6