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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$1.17B
2
Ameriprise
Ameriprise
Minnesota
$716M
3
Bank of America
Bank of America
North Carolina
$1.45B
4
BDF
Balasa Dinverno & Foltz
$44.3M
5
RBA
Richard Bernstein Advisors
New York
$439M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
3
PI
PFS Investments
Georgia
$7.79M
4
UBS Group
UBS Group
Switzerland
$380M
5
BlackRock
BlackRock
New York
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
151
IPG Investment Advisors
California
$7.09M +$608K +5,859 +9%
AAS
152
Avantax Advisory Services
Texas
$7.06M +$1,000K +9,635 +16%
SP
153
Symmetry Partners
Connecticut
$7.05M +$2.23M +21,497 +46%
FMBTD
154
First Midwest Bank Trust Division
Illinois
$6.99M +$2.35M +22,666 +51%
FA
155
FDx Advisors
Illinois
$6.98M -$9.52M -91,774 -58%
DWM
156
Dakota Wealth Management
Florida
$6.86M +$400K +3,853 +6%
AWA
157
ARQ Wealth Advisors
Arizona
$6.85M +$51.4K +495 +0.8%
SFI
158
SPC Financial Inc
Maryland
$6.83M +$6.83M +65,785 New
VWA
159
Visionary Wealth Advisors
Illinois
$6.67M -$23.3K -225 -0.3%
OWA
160
Outlook Wealth Advisors
Texas
$6.64M +$491K +4,736 +8%
CAG
161
Csenge Advisory Group
Florida
$6.64M +$2.06M +19,776 +45%
GHA
162
GW Henssler & Associates
Georgia
$6.56M -$783K -7,547 -11%
WFA
163
Wade Financial Advisory
California
$6.51M +$617K +5,946 +10%
1832 Asset Management
164
1832 Asset Management
Ontario, Canada
$6.42M +$372K +4,810 +6%
FWIA
165
Fort Washington Investment Advisors
Ohio
$6.31M +$5.77M +55,609 +1,076%
MA
166
Mutual Advisors
Nebraska
$6.26M +$4.57K +44 +0.1%
WI
167
Wintrust Investments
Illinois
$6.26M -$1.78M -17,139 -22%
NEIRG
168
New England Investment & Retirement Group
Massachusetts
$6.12M -$5.17M -49,843 -46%
SMG
169
Smart Money Group
Texas
$6.11M +$67.1K +647 +1%
FA
170
Fortis Advisors
Pennsylvania
$5.71M +$530K +5,112 +10%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$5.5M -$2.76M -26,512 -33%
SAMC
172
Spectrum Asset Management (California)
California
$5.48M +$7.78K +75 +0.1%
CSWG
173
Cardinal Strategic Wealth Guidance
Kentucky
$5.47M +$211K +2,036 +4%
NA
174
NewEdge Advisors
Louisiana
$5.38M -$152K -1,465 -3%
SI
175
Stephens Inc
Arkansas
$5.37M +$746K +7,192 +16%
5 6
7
8 9