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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 %
EFL
101
ERn Financial LLC
Wisconsin
$14.5M 139,517 +1,531 +1%
SRC
102
Shufro Rose & Co
New York
$14.4M 139,100 +62,826 +82%
SCM
103
Stonehearth Capital Management
Massachusetts
$14.4M 139,006 -980 -0.7%
MWP
104
Meridian Wealth Partners
Pennsylvania
$14.4M 138,643 +23,387 +20%
DF
105
Donoghue Forlines
Massachusetts
$14.1M 135,825 -112,863 -45%
ACM
106
Armbruster Capital Management
New York
$13.7M 132,514 -618 -0.5%
MPW
107
MA Private Wealth
California
$13.5M 130,486 -439 -0.3%
HFS
108
Howard Financial Services
Texas
$13.1M 126,725 +30,467 +32%
RWP
109
Reliant Wealth Planning
Kentucky
$12.7M 122,719 +26 +0%
SFS
110
Sowell Financial Services
Arkansas
$12.7M 122,674 +67,788 +124%
CAN
111
Cetera Advisor Networks
California
$12.6M 121,562 +9,061 +8%
CA
112
Centerpoint Advisors
Massachusetts
$12.5M 120,489 +69,545 +137%
AWM
113
AE Wealth Management
Kansas
$11.9M 115,053 +34,062 +42%
SS
114
Simplicity Solutions
Minnesota
$11.8M 113,653 +39,434 +53%
AWC
115
Abundance Wealth Counselors
Pennsylvania
$11.7M 113,225 -834 -0.7%
WCG
116
Weaver Consulting Group
California
$11.4M 109,838 +5,208 +5%
BWA
117
BDO Wealth Advisors
Florida
$11.2M 107,784 -1,033 -0.9%
PA
118
Parallel Advisors
California
$10.9M 105,514 -11,993 -10%
22CM
119
20/20 Capital Management
California
$10.9M 104,917 +6,897 +7%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$10.8M 104,095 -865 -0.8%
MWM
121
MBE Wealth Management
Wisconsin
$10.5M 109,368 +137 +0.1%
BII
122
Bainco International Investors
Massachusetts
$10.4M 100,573 +1,597 +2%
PWMAG
123
Pinnacle Wealth Management Advisory Group
New Jersey
$10.4M 100,489 +2,651 +3%
AF
124
Apexium Financial
Texas
$9.97M 96,311 +8,254 +9%
Nuveen Asset Management
125
Nuveen Asset Management
Illinois
$9.96M 96,000 – –
3 4
5
6 7