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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
$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 %
CFG
101
Cooper Financial Group
California
$12.4M -$3.57M -44,016 -22%
GCM
102
Gibraltar Capital Management
Oklahoma
$12.2M +$2.1M +25,870 +21%
SCM
103
Stonehearth Capital Management
Massachusetts
$12.1M -$1.13M -13,918 -8%
OWM
104
Orgel Wealth Management
Wisconsin
$11.9M +$4.92M +60,717 +70%
RPSA
105
Richard P. Slaughter Associates
Texas
$11.6M +$7.11M +87,733 +159%
EH
106
Equitable Holdings
New York
$11.5M +$5.08M +62,720 +79%
BCA
107
Berman Capital Advisors
Georgia
$11.4M +$1.07M +13,256 +10%
NA
108
NewEdge Advisors
Louisiana
$11.3M +$4.02M +49,632 +55%
TWA
109
Tillar-Wenstrup Advisors
Ohio
$11.3M +$1.21M +14,921 +12%
AWM
110
Argent Wealth Management
Massachusetts
$11M +$3.65M +43,662 +49%
OCPWS
111
One Charles Private Wealth Services
Massachusetts
$11M +$308K +3,802 +3%
MWM
112
MBE Wealth Management
Wisconsin
$10.3M +$1.08M +13,292 +12%
IWS
113
Insight Wealth Strategies
California
$10.2M +$8.99M +110,991 +755%
AIP
114
Almanack Investment Partners
Pennsylvania
$10.1M -$7.14M -88,161 -41%
ACM
115
Armbruster Capital Management
New York
$10.1M +$9.85M +121,505 +4,500%
MAFM
116
Mid Atlantic Financial Management
Pennsylvania
$9.91M +$2.05M +25,254 +26%
COF
117
Capital One Financial
Virginia
$9.41M +$9.41M +116,055 New
DE
118
Day & Ennis
Georgia
$9.39M +$1.34M +16,490 +17%
TFA
119
Tobias Financial Advisors
Florida
$9.21M +$9.2M +113,496 +66,372%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$8.95M -$2.38M -27,231 -21%
AAS
121
Avantax Advisory Services
Texas
$8.86M +$6.71M +82,891 +314%
AI
122
Atria Investments
North Carolina
$8.66M +$3.49K +43 +0%
BWA
123
BDO Wealth Advisors
Florida
$8.65M +$8.65M +106,710 New
RIG
124
Roosevelt Investment Group
New York
$8.44M -$1.53M -18,888 -15%
WCG
125
Weaver Consulting Group
California
$8.27M +$445K +5,486 +6%
3 4
5
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