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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

387 hedge funds and large institutions have $8.53B invested in iShares MSCI USA Quality Factor ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 188 increasing their positions, 89 reducing their positions, and 28 closing their positions.

Holders
387
Holders Change
+35
Holders Change %
+9.94%
% of All Funds
8.5%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
1.32%
New
66
Increased
188
Reduced
89
Closed
28
Calls
$18.4M
Puts
–
Net Calls
+$18.4M
Net Calls Change
-$26.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$660M
2
BlackRock
2
BlackRock
New York
$582M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$600M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$286M
5
Bank of America
5
Bank of America
North Carolina
$831M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$152M
2
M&T Bank
2
M&T Bank
New York
$218M
3
USAA
3
United Services Automobile Association
Texas
$86.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$421M
5
PI
5
PFS Investments
Georgia
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
301
Truepoint Inc
Ohio
$305K 3,299 +984 +43%
ICMP
302
Integrated Capital Management (Pennsylvania)
Pennsylvania
$303K 3,280 -13 -0.4%
DAS
303
Dynamic Advisor Solutions
Arizona
$298K 3,230 -199 -6%
GLA
304
Good Life Advisors
Pennsylvania
$296K 3,220 +17 +0.5%
PK
305
Pflug Koory
Nebraska
$278K 3,010 – –
BPWA
306
Beacon Pointe Wealth Advisors
California
$277K 2,989 – –
JG
307
Jefferies Group
New York
$272K 2,947 +12 +0.4%
OIA
308
OneDigital Investment Advisors
Kansas
$272K 2,943 +2,943 New
SFM
309
Signet Financial Management
New Jersey
$269K 2,800 +592 +27%
IC
310
InterOcean Capital
Illinois
$263K 2,844 – –
LG
311
Leuthold Group
Minnesota
$257K 2,781 +50 +2%
MYIA
312
Mount Yale Investment Advisors
Colorado
$254K 2,635 +2,635 New
CAG
313
Csenge Advisory Group
Florida
$252K 2,724 -31 -1%
ACM
314
Armbruster Capital Management
New York
$249K 2,700 +2,700 New
VWA
315
V Wealth Advisors
Kansas
$239K 2,593 +122 +5%
IWS
316
Insight Wealth Strategies
California
$238K 2,576 +2,576 New
Comerica Bank
317
Comerica Bank
Texas
$235K 2,504 -1,767 -41%
PCM
318
Parsons Capital Management
Rhode Island
$235K 2,540 +320 +14%
APW
319
Acima Private Wealth
Virginia
$233K 2,530 +330 +15%
BEAM
320
Baker Ellis Asset Management
Washington
$231K 2,500 – –
LW
321
Linscomb Wealth
Texas
$227K 2,456 +2,456 New
NA
322
NewEdge Advisors
Louisiana
$226K 2,435 +2,435 New
SFS
323
Sowell Financial Services
Arkansas
$225K 2,438 +2,438 New
ST
324
Smithfield Trust
Pennsylvania
$219K 2,369 +660 +39%
WGCA
325
Wolf Group Capital Advisors
Virginia
$215K 2,330 -465 -17%
11 12
13
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