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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

352 hedge funds and large institutions have $7.45B invested in iShares MSCI USA Quality Factor ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 157 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+14
Holders Change %
+4.14%
% of All Funds
7.66%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.28%
New
58
Increased
157
Reduced
104
Closed
40
Calls
$44.5M
Puts
–
Net Calls
+$44.5M
Net Calls Change
-$3.12M

Top Buyers

1
BlackRock
BlackRock
New York
$481M
2
Victory Capital Management
Victory Capital Management
Texas
$86.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99.5M
4
HI
Horizon Investments
North Carolina
$202M
5
AF
Allworth Financial
California
$184M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$782M
2
Ameriprise
Ameriprise
Minnesota
$310M
3
RBA
Richard Bernstein Advisors
New York
$225M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$446M
5
Goldman Sachs
Goldman Sachs
New York
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
251
Sigma Planning Corp
Michigan
$439K +$27.9K +305 +7%
APP
252
Avantax Planning Partners
Iowa
$433K – – –
BTW
253
Boston Trust Walden
Massachusetts
$432K – – –
TP
254
Tranquility Partners
Tennessee
$429K +$429K +4,689 New
LA
255
LexAurum Advisors
Kansas
$422K -$311K -3,398 -42%
SFSG
256
Stearns Financial Services Group
North Carolina
$419K +$549 +6 +0.1%
APA
257
American Portfolios Advisors
New York
$414K +$56.6K +619 +16%
GRP
258
Global Retirement Partners
California
$414K +$319K +3,489 +337%
SG
259
StoneX Group
New York
$411K +$114K +1,242 +38%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$153K +1,651 +62%
Comerica Bank
261
Comerica Bank
Texas
$396K +$89K +960 +29%
TFS
262
TrustCore Financial Services
Tennessee
$375K +$375K +4,103 New
FPGK
263
Financial Partners Group (Kansas)
Kansas
$372K +$1.37K +15 +0.4%
Citigroup
264
Citigroup
New York
$368K +$22.2K +242 +6%
ASN
265
Advisory Services Network
Georgia
$364K -$231K -2,527 -39%
WIP
266
Wellesley Investment Partners
Massachusetts
$356K -$1.83K -20 -0.5%
EWF
267
Epstein & White Financial
California
$354K -$16.1K -176 -4%
HCIA
268
Hochman Cole Investment Advisors
Illinois
$338K +$274 +3 +0.1%
DWM
269
Darwin Wealth Management
Florida
$319K -$10.3K -113 -3%
DAS
270
Dynamic Advisor Solutions
Arizona
$314K +$314K +3,429 New
DWT
271
Dorsey & Whitney Trust
South Dakota
$312K +$63.9K +699 +26%
WWM
272
Windsor Wealth Management
Indiana
$308K +$308K +3,337 New
ICMP
273
Integrated Capital Management (Pennsylvania)
Pennsylvania
$301K -$5.21K -57 -2%
RA
274
RFG Advisory
Alabama
$301K +$74.2K +810 +33%
GLA
275
Good Life Advisors
Pennsylvania
$295K -$6.26K -68 -2%
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