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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 %
DWM
176
Dakota Wealth Management
Florida
$4.67M +$340K +4,197 +8%
RA
177
RFG Advisory
Alabama
$4.66M +$4.14M +51,095 +801%
SB
178
Strategic Blueprint
Georgia
$4.65M +$4.65M +57,331 New
SS
179
Simplicity Solutions
Minnesota
$4.39M -$8.5M -104,870 -66%
VFM
180
Vivid Financial Management
California
$4.39M -$325K -4,004 -7%
CWS
181
Cypress Wealth Services
California
$4.35M +$2.37M +29,289 +120%
LFPWM
182
Leicht Financial Planning & Wealth Management
New Jersey
$4.29M +$2.26M +27,742 +111%
IFWM
183
Institute for Wealth Management
Colorado
$4.29M +$432K +5,325 +11%
OWA
184
Outlook Wealth Advisors
Texas
$4.27M +$751K +9,271 +21%
AF
185
Apexium Financial
Texas
$4.25M +$2.48M +30,628 +140%
BIM
186
Bridges Investment Management
Nebraska
$4.2M -$314K -3,871 -7%
ASW
187
Astoria Strategic Wealth
Texas
$4.11M +$4.11M +50,733 New
VWM
188
Venturi Wealth Management
Texas
$4.1M +$217K +2,681 +6%
MWM
189
Mattern Wealth Management
Kansas
$4M +$4M +49,349 New
CGFA
190
Colton Groome Financial Advisors
North Carolina
$3.99M -$2.88M -35,496 -42%
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$3.82M -$202K -2,498 -5%
HCP
192
Holt Capital Partners
Texas
$3.75M +$254K +3,130 +7%
BWP
193
Bernardo Wealth Planning
Pennsylvania
$3.75M +$534K +6,586 +17%
HPC
194
Hobart Private Capital
North Carolina
$3.71M +$609K +7,511 +20%
FA
195
Fortis Advisors
Pennsylvania
$3.71M +$1.64M +20,261 +79%
CAM
196
Concorde Asset Management
Michigan
$3.63M +$648K +8,000 +22%
WFA
197
Wade Financial Advisory
California
$3.6M +$550K +6,782 +18%
HH
198
Hilltop Holdings
Texas
$3.59M +$3.59M +44,304 New
FFN
199
Focus Financial Network
Minnesota
$3.58M +$2.78M +34,323 +347%
AWA
200
Alaska Wealth Advisors
Alaska
$3.58M +$3.58M +44,139 New
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8
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