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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 %
SAS
126
Sage Advisory Services
Texas
$9.85M 94,972 -217,785 -70%
OWM
127
Orgel Wealth Management
Wisconsin
$9.83M 94,798 +1,103 +1%
TFA
128
Tobias Financial Advisors
Florida
$9.58M 92,304 -24,962 -21%
ACA
129
Ackerman Capital Advisors
Texas
$9.53M 91,847 -1,036 -1%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$9.01M 86,890 +39,571 +84%
LIA
131
LS Investment Advisors
Michigan
$8.82M 85,027 +1,622 +2%
LCC
132
Lincoln Capital Corp
Rhode Island
$8.69M 83,803 -4,018 -5%
REMPR
133
Roof Eidam Maycock Peralta (REMP)
California
$8.5M 81,895 +16,899 +26%
SWP
134
Stratos Wealth Partners
Ohio
$8.46M 81,527 +1,582 +2%
DE
135
Day & Ennis
Georgia
$8.42M 81,165 -3,039 -4%
IB
136
Intrust Bank
Kansas
$8.34M 80,394 +35,453 +79%
LF
137
Lantz Financial
Illinois
$8.25M 79,554 +1,371 +2%
IC
138
Inscription Capital
Texas
$8.24M 79,466 -2 -0%
RPSA
139
Richard P. Slaughter Associates
Texas
$8.17M 78,738 -51,317 -39%
VHAM
140
Van Hulzen Asset Management
California
$8.15M 78,600 -6,989 -8%
Truist Financial
141
Truist Financial
North Carolina
$7.98M 76,895 -9,396 -11%
CAL
142
Capital Advisors Ltd
Ohio
$7.95M 76,616 +2,308 +3%
Stifel Financial
143
Stifel Financial
Missouri
$7.92M 76,355 +5,000 +7%
AIA
144
Arrow Investment Advisors
Maryland
$7.84M 75,597 +75,597 New
PI
145
PFS Investments
Georgia
$7.79M 75,134 -652,206 -90%
GCM
146
Gibraltar Capital Management
Oklahoma
$7.67M 73,968 -14,110 -16%
HCP
147
Holt Capital Partners
Texas
$7.34M 70,753 +11,333 +19%
KAS
148
Kestra Advisory Services
Texas
$7.27M 69,991 +69,991 New
Goldman Sachs
149
Goldman Sachs
New York
$7.22M 69,598 +3,550 +5%
MBT
150
Montecito Bank & Trust
California
$7.22M 69,594 +5,668 +9%
4 5
6
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