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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 %
CS
151
Comerica Securities
Michigan
$6.38M -$94.6K -1,167 -1%
Truist Financial
152
Truist Financial
North Carolina
$6.36M -$387K -4,775 -6%
BRWA
153
B. Riley Wealth Advisors
Florida
$6.34M -$1.09M -13,403 -15%
PWMAG
154
Pinnacle Wealth Management Advisory Group
New Jersey
$6.26M +$1.34M +16,507 +27%
GWM
155
Geneos Wealth Management
Colorado
$6.25M +$909K +11,441 +17%
LF
156
Lantz Financial
Illinois
$6.07M +$6.07M +74,841 New
SHJ
157
Sharkey, Howes & Javer
Colorado
$6.01M +$1.2M +14,864 +25%
SWP
158
Stratos Wealth Partners
Ohio
$5.96M +$1.51M +18,617 +34%
Prudential Financial
159
Prudential Financial
New Jersey
$5.93M +$1.83M +22,594 +45%
Goldman Sachs
160
Goldman Sachs
New York
$5.77M +$5.59M +68,922 +2,997%
CF
161
Centaurus Financial
California
$5.73M -$271K -3,339 -5%
WI
162
Wintrust Investments
Illinois
$5.67M +$1.31M +16,193 +30%
CAL
163
Capital Advisors Ltd
Ohio
$5.63M +$144K +1,776 +3%
MWP
164
Meridian Wealth Partners
Pennsylvania
$5.45M +$5.45M +67,294 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$5.42M -$124K -1,602 -2%
GRP
166
Global Retirement Partners
California
$5.38M +$100K +1,238 +2%
SMG
167
Spectrum Management Group
Indiana
$5.34M +$5.34M +65,847 +91,454%
GHA
168
GW Henssler & Associates
Georgia
$5.32M -$3.46M -42,751 -39%
APCM
169
Alaska Permanent Capital Management
Alaska
$5.29M +$5.29M +65,278 New
CAN
170
Cetera Advisor Networks
California
$5.21M +$3.32M +40,907 +175%
AWA
171
ARQ Wealth Advisors
Arizona
$5.21M +$5.21M +64,242 New
IIA
172
IPG Investment Advisors
California
$5.19M +$2.06M +25,460 +66%
FFS
173
Founders Financial Securities
Maryland
$5.16M -$8.68M -107,060 -63%
MBT
174
Montecito Bank & Trust
California
$5.16M +$428K +5,284 +9%
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$4.74M +$4.74M +80,890 New
5 6
7
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