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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 %
SW
126
SVB Wealth
Massachusetts
$8.27M +$6.25M +77,171 +311%
PFA
127
Pettinga Financial Advisors
Indiana
$8.23M +$5.41M +66,785 +192%
SW
128
SteelPeak Wealth
California
$8.22M +$2.7M +33,332 +49%
IWP
129
Icon Wealth Partners
Texas
$8M +$115K +1,424 +1%
BII
130
Bainco International Investors
Massachusetts
$7.91M +$1.07M +13,225 +16%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$7.82M -$854K -10,544 -10%
TWM
132
Trinity Wealth Management
Pennsylvania
$7.8M -$1.47M -18,165 -16%
HIM
133
HawsGoodwin Investment Management
Tennessee
$7.79M +$292K +3,609 +4%
C1AG
134
Client 1st Advisory Group
Florida
$7.79M -$111K -1,372 -1%
Nuveen Asset Management
135
Nuveen Asset Management
Illinois
$7.78M +$7.78M +96,000 New
PD
136
Planning Directions
Pennsylvania
$7.68M +$7.68M +94,750 New
SMG
137
Smart Money Group
Texas
$7.66M +$2.16M +26,672 +39%
PP
138
Prudential plc
United Kingdom
$7.55M -$5.99M -73,979 -44%
AF
139
Advisornet Financial
Minnesota
$7.4M +$1.12M +13,792 +18%
SCP
140
Syntal Capital Partners
Texas
$7.27M +$3.58M +44,150 +97%
FAAS
141
First Allied Advisory Services
California
$7.16M -$2.75M -33,993 -28%
VHAM
142
Van Hulzen Asset Management
California
$7.15M +$6.58M +81,218 +1,166%
BCM
143
Brookstone Capital Management
Illinois
$7.13M +$1.75M +21,618 +33%
SXL
144
Summit X LLC
Missouri
$7.13M +$958K +11,807 +16%
Stifel Financial
145
Stifel Financial
Missouri
$7.07M -$616K -7,603 -8%
LIA
146
LS Investment Advisors
Michigan
$7.05M +$3.9M +48,175 +124%
IC
147
Inscription Capital
Texas
$6.88M -$2.1M -25,890 -23%
AWM
148
AE Wealth Management
Kansas
$6.87M -$13.6M -167,478 -66%
SHIM
149
Stone House Investment Management
Pennsylvania
$6.56M +$1.42M +17,515 +28%
RW
150
RVW Wealth
California
$6.49M -$8.59M -105,979 -57%
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