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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 %
GWMIA
301
Global Wealth Management Investment Advisory
Florida
$57K -$158K -1,802 -74%
CAM
302
Cresset Asset Management
Illinois
$52K – – –
S
303
SignatureFD
Georgia
$52K +$47.3K +533 +1,006%
WF
304
WealthTrust Fairport
Ohio
$52K +$52K +582 New
FPFS
305
First Personal Financial Services
North Carolina
$51K – – –
SHIM
306
Stone House Investment Management
Pennsylvania
$43K +$43K +483 New
HNB
307
Huntington National Bank
Ohio
$41K -$220K – –
First Manhattan
308
First Manhattan
New York
$37K – – –
CHP
309
Cable Hill Partners
Oregon
$35K – – –
AWM
310
Aevitas Wealth Management
Massachusetts
$31K – – –
LDFR
311
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$30K +$30K +343 New
LC
313
Lavaca Capital
Texas
$29K +$29K +332 New
RCAG
314
Rehmann Capital Advisory Group
Michigan
$28.1K +$28.1K +317 New
JCM
315
Jacobi Capital Management
Pennsylvania
$27K – – –
LFG
316
LifePlan Financial Group
Ohio
$26K – – –
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$25.2K +$7.79K +88 +45%
AIM
318
Advantage Investment Management
Iowa
$24K -$13.3K -148 -36%
JGIA
319
Jackson Grant Investment Advisers
Connecticut
$24K +$1.17K +13 +5%
TA
320
TCG Advisors
Texas
$21K +$21K +236 New
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$17K +$17K +197 New
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$16K – – –
GSWM
323
Golden State Wealth Management
California
$16K +$16K +180 New
CFN
324
Cordasco Financial Network
Florida
$15K – – –
PFO
325
Pathstone Family Office
New Jersey
$13K +$13K +145 New
11 12
13
14 15