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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 %
SCA
201
Snowden Capital Advisors
New York
$3.53M +$312K +3,854 +10%
LA
202
LVW Advisors
New York
$3.53M +$609K +7,515 +21%
AIC
203
Ayalon Insurance Company
Israel
$3.51M +$8.54K +110 +0.2%
FC
204
Ferris Capital
Massachusetts
$3.45M -$356K -4,388 -9%
OIA
205
OneDigital Investment Advisors
Kansas
$3.44M +$3.2M +39,493 +1,325%
RHP
206
Royal Harbor Partners
Texas
$3.44M -$489K -6,036 -12%
VC
207
Vicus Capital
Pennsylvania
$3.42M -$1.43M -17,677 -30%
SFS
208
Sowell Financial Services
Arkansas
$3.4M +$1.74M +21,524 +106%
HGWM
209
Horst & Graben Wealth Management
Oregon
$3.38M +$3.38M +41,671 New
MAM
210
Madison Asset Management
Wisconsin
$3.3M – – –
LNB
211
Ledyard National Bank
$3.2M +$280K +3,458 +10%
SI
212
Stephens Inc
Arkansas
$3.19M +$451K +5,564 +16%
SP
213
Symmetry Partners
Connecticut
$3.02M +$240K +2,960 +9%
LFG
214
LifePlan Financial Group
Ohio
$3M +$97.1K +1,198 +3%
BCMO
215
Buckingham Capital Management (Ohio)
Ohio
$2.98M -$805K -9,932 -21%
WWM
216
Windsor Wealth Management
Indiana
$2.96M +$1.51M +18,604 +104%
WIC
217
Woodmont Investment Counsel
Tennessee
$2.9M +$1.41M +17,396 +95%
BFG
218
Barber Financial Group
Kansas
$2.8M -$171K -2,111 -6%
RCA
219
Rowland Carmichael Advisors
Arizona
$2.78M -$710K -8,768 -20%
APA
220
American Portfolios Advisors
New York
$2.74M -$1.49M -18,443 -35%
I
221
INVST
Indiana
$2.71M +$737K +9,484 +37%
WAS
222
Wealth Advisory Solutions
Indiana
$2.64M -$402K -4,954 -13%
WCG
223
Wall Capital Group
Arizona
$2.63M +$53.5K +660 +2%
LWM
224
Liberty Wealth Management
California
$2.59M +$1.35M +16,583 +109%
MHS
225
M Holdings Securities
Oregon
$2.59M +$2.59M +31,909 New
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