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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

566 hedge funds and large institutions have $14.1B invested in iShares MSCI USA Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 207 increasing their positions, 193 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
11.63%
Holding in Top 10
104
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.77%
% of All Funds
2.14%
New
105
Increased
207
Reduced
193
Closed
82
Calls
$19.6M
Puts
$6.6M
Net Calls
+$13M
Net Calls Change
-$3.57M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$387M
2
Bank of America
2
Bank of America
North Carolina
$1.29B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$985M
4
Ameriprise
4
Ameriprise
Minnesota
$611M
5
RBA
5
Richard Bernstein Advisors
New York
$370M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$447M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$81.8M
3
BlackRock
3
BlackRock
New York
$505M
4
Victory Capital Management
4
Victory Capital Management
Texas
$137M
5
PAS
5
Park Avenue Securities
New York
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$15.1M +$1.47M +15,321 +11%
CG
102
CFO4Life Group
Texas
$14.9M +$14.9M +155,741 New
CFGS
103
Concourse Financial Group Securities
Alabama
$14.9M -$6.94M -72,334 -32%
SCP
104
Syntal Capital Partners
Texas
$14.4M +$5.83M +60,823 +68%
SCM
105
Stonehearth Capital Management
Massachusetts
$14.2M -$1.01M -9,927 -7%
IWS
106
Insight Wealth Strategies
California
$14.1M +$2.02M +21,061 +17%
AWM
107
Argent Wealth Management
Massachusetts
$14M +$199K +1,912 +1%
EFL
108
ERn Financial LLC
Wisconsin
$13.2M -$2.64M -27,544 -17%
OCPWS
109
One Charles Private Wealth Services
Massachusetts
$13.2M +$103K +1,076 +0.8%
PWAG
110
Polaris Wealth Advisory Group
California
$13.2M +$11.3M +117,061 +602%
ACM
111
Armbruster Capital Management
New York
$12.8M +$856K +8,927 +7%
MPW
112
MA Private Wealth
California
$12.6M -$8M -83,451 -39%
RPSA
113
Richard P. Slaughter Associates
Texas
$12.5M -$1.23M -12,847 -9%
MTB
114
Mizuho Trust & Banking
Japan
$12.5M +$11.5M +120,000 +1,200%
RWP
115
Reliant Wealth Planning
Kentucky
$11.7M +$11.7M +122,693 New
PA
116
Parallel Advisors
California
$11.3M -$31.5M -328,725 -74%
TFA
117
Tobias Financial Advisors
Florida
$11.2M +$345K +3,599 +3%
MWP
118
Meridian Wealth Partners
Pennsylvania
$11.1M +$4.6M +47,962 +71%
AWC
119
Abundance Wealth Counselors
Pennsylvania
$10.9M +$8.81M +91,873 +414%
CAN
120
Cetera Advisor Networks
California
$10.8M +$4.62M +48,192 +75%
AIP
121
Almanack Investment Partners
Pennsylvania
$10.5M -$1.42M -14,798 -12%
MWM
122
MBE Wealth Management
Wisconsin
$10.5M -$1.77M -18,427 -14%
NEIRG
123
New England Investment & Retirement Group
Massachusetts
$10.4M +$10.4M +108,835 New
BWA
124
BDO Wealth Advisors
Florida
$10.4M +$202K +2,107 +2%
22CM
125
20/20 Capital Management
California
$10.1M -$4.61M -44,645 -31%
3 4
5
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