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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 %
BIM
176
Bridges Investment Management
Nebraska
$5.31M – – –
FAM
177
Formidable Asset Management
Ohio
$5.29M +$530K +5,110 +11%
FIA
178
Foundations Investment Advisors
Arizona
$5.21M +$2.07M +19,981 +66%
CF
179
Centaurus Financial
California
$5.15M -$2.55M -24,565 -33%
WP
180
WealthSource Partners
California
$5.08M -$172K -1,654 -3%
MAM
181
Madison Asset Management
Wisconsin
$5.04M +$816K +7,867 +19%
AT
182
Arden Trust
Delaware
$4.89M +$867K +8,361 +22%
HF
183
HRT Financial
New York
$4.83M -$1.36M -13,091 -22%
GRP
184
Global Retirement Partners
California
$4.82M -$1.48M -14,304 -24%
RVPG
185
Relative Value Partners Group
$4.81M -$17.1M -164,666 -78%
CCMG
186
Clark Capital Management Group
Pennsylvania
$4.73M +$4.73M +45,594 New
FAAS
187
First Allied Advisory Services
California
$4.71M -$64.9K -626 -1%
IFWM
188
Institute for Wealth Management
Colorado
$4.6M +$28.1K +271 +0.6%
ASW
189
Astoria Strategic Wealth
Texas
$4.56M -$15.1K -141 -0.3%
5L
190
55I LLC
Massachusetts
$4.53M +$3.07M +29,561 +210%
SW
191
StrongBox Wealth
Missouri
$4.5M +$514K +4,956 +13%
GWM
192
Geneos Wealth Management
Colorado
$4.49M -$987K -9,707 -18%
WWM
193
Windsor Wealth Management
Indiana
$4.46M +$161K +1,534 +4%
BCI
194
Brinker Capital Investments
Pennsylvania
$4.41M -$6.08M -58,604 -58%
WIC
195
Woodmont Investment Counsel
Tennessee
$4.2M +$42.5K +410 +1%
CFGS
196
Concourse Financial Group Securities
Alabama
$4.09M -$12M -115,585 -75%
WQ
197
Wealth Quarterback
New Jersey
$3.99M – – –
MCA
198
Magnolia Capital Advisors
Mississippi
$3.99M +$96.6K +931 +2%
CA
199
Cetera Advisors
Colorado
$3.92M +$157K +1,513 +4%
FHA
200
First Horizon Advisors
Tennessee
$3.86M +$105K +1,012 +3%
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