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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

539 hedge funds and large institutions have $12.3B invested in iShares MSCI USA Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 230 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+152
Holders Change %
+39.28%
% of All Funds
10.64%
Holding in Top 10
103
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+71.67%
% of All Funds
2.03%
New
188
Increased
230
Reduced
72
Closed
29
Calls
$19.5M
Puts
–
Net Calls
+$19.5M
Net Calls Change
+$1.04M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$910M
2
BlackRock
BlackRock
New York
+$206M
3
LPL Financial
LPL Financial
California
+$205M
4
AG
Advisor Group
Arizona
+$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$218M
2
DT
Diversified Trust
Tennessee
-$35.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$22.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$17.1M
5
BCI
Brinker Capital Investments
Pennsylvania
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
176
Venturi Wealth Management
Texas
$4.84M +$1.96M +19,423 +68%
IFWM
177
Institute for Wealth Management
Colorado
$4.81M +$4.81M +47,595 New
FC
178
Ferris Capital
Massachusetts
$4.74M -$1.02M -10,103 -18%
BCMO
179
Buckingham Capital Management (Ohio)
Ohio
$4.72M +$57.7K +571 +1%
SCP
180
Syntal Capital Partners
Texas
$4.6M +$3.02M +29,952 +192%
AIC
181
Ayalon Insurance Company
Israel
$4.55M +$505 +5 +0%
OWA
182
Outlook Wealth Advisors
Texas
$4.38M +$4.38M +43,362 New
HCP
183
Holt Capital Partners
Texas
$4.36M +$433K +4,285 +11%
RCA
184
Rowland Carmichael Advisors
Arizona
$4.35M +$164K +1,624 +4%
MAM
185
Madison Asset Management
Wisconsin
$4.11M +$4.11M +40,697 New
PWA
186
Physician Wealth Advisors
Utah
$4.06M +$800K +7,741 +25%
SCA
187
Snowden Capital Advisors
New York
$4.01M +$4.01M +39,720 New
BWP
188
Bernardo Wealth Planning
Pennsylvania
$4.01M +$4.01M +39,721 New
LIA
189
LS Investment Advisors
Michigan
$3.92M +$3.92M +38,800 New
IIA
190
IPG Investment Advisors
California
$3.9M +$564K +5,586 +17%
HPC
191
Hobart Private Capital
North Carolina
$3.87M +$3.87M +38,289 New
WFA
192
Wade Financial Advisory
California
$3.8M +$3.8M +37,592 New
WAS
193
Wealth Advisory Solutions
Indiana
$3.78M +$3.78M +37,464 New
GP
194
Geneva Partners
Wisconsin
$3.78M +$39.6K +392 +1%
CAM
195
Concorde Asset Management
Michigan
$3.72M +$2.98M +29,532 +405%
BFG
196
Barber Financial Group
Kansas
$3.7M -$290K -2,876 -7%
LNB
197
Ledyard National Bank
$3.64M +$2.9M +28,672 +388%
AFG
198
Affinia Financial Group
Massachusetts
$3.64M +$3.64M +42,059 New
LA
199
LVW Advisors
New York
$3.63M +$2.03M +20,137 +127%
LFG
200
LifePlan Financial Group
Ohio
$3.62M +$3.59M +35,517 +12,290%
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