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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

338 hedge funds and large institutions have $7.22B invested in iShares MSCI USA Quality Factor ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+24
Holders Change %
+7.64%
% of All Funds
7.33%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
63
Increased
153
Reduced
89
Closed
31
Calls
$47.6M
Puts
–
Net Calls
+$47.6M
Net Calls Change
-$55.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$790M
2
RBA
Richard Bernstein Advisors
New York
+$413M
3
Ameriprise
Ameriprise
Minnesota
+$386M
4
BlackRock
BlackRock
New York
+$144M
5
M&T Bank
M&T Bank
New York
+$131M

Top Sellers

1
S
Schroders
United Kingdom
-$166M
2
AIM
Astor Investment Management
Illinois
-$23.5M
3
GFPC
Global Financial Private Capital
Florida
-$18M
4
BFPW
BOK Financial Private Wealth
Colorado
-$15M
5
AEPG
American Economic Planning Group
New Jersey
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
251
Hochman Cole Investment Advisors
Illinois
$327K -$53.8K -608 -14%
DWM
252
Darwin Wealth Management
Florida
$318K -$24.8K -280 -7%
CAN
253
Cetera Advisor Networks
California
$309K -$445K -5,040 -59%
PAS
254
Partnervest Advisory Services
California
$305K – – –
WP
255
WealthPLAN Partners
Nebraska
$304K +$37.2K +418 +14%
SFA
256
Semmax Financial Advisors
North Carolina
$302K -$393K -4,432 -57%
Comerica Bank
257
Comerica Bank
Texas
$299K -$77.3K -856 -21%
ICMP
258
Integrated Capital Management (Pennsylvania)
Pennsylvania
$297K +$14.8K +167 +5%
GLA
259
Good Life Advisors
Pennsylvania
$290K +$6.47K +73 +2%
SG
260
StoneX Group
New York
$288K +$288K +3,247 New
SAS
261
Sage Advisory Services
Texas
$279K -$142K -1,605 -34%
SMFS
262
Squar Milner Financial Services
California
$279K -$8.76K -99 -3%
MHS
263
M Holdings Securities
Oregon
$275K +$275K +3,100 New
RBCM
264
Raub Brock Capital Management
California
$271K +$89 +1 +0%
PK
265
Pflug Koory
Nebraska
$267K +$267K +3,010 New
CAG
266
Csenge Advisory Group
Florida
$263K -$3.98K -45 -1%
JG
267
Jefferies Group
New York
$262K -$68.9K -777 -21%
CWM
268
Cornerstone Wealth Management
Missouri
$259K +$1.23K +36 +0.5%
IC
269
InterOcean Capital
Illinois
$252K – – –
WGCA
270
Wolf Group Capital Advisors
Virginia
$247K +$247K +2,795 New
EWA
271
Exencial Wealth Advisors
Oklahoma
$246K – – –
PPP
272
Private Portfolio Partners
New Jersey
$240K +$240K +2,705 New
DWT
273
Dorsey & Whitney Trust
South Dakota
$240K +$240K +2,712 New
PFGIA
274
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$178K +2,014 +321%
FFN
275
Focus Financial Network
Minnesota
$228K +$228K +2,577 New
9 10
11
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