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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$782M
2
Ameriprise
2
Ameriprise
Minnesota
$310M
3
RBA
3
Richard Bernstein Advisors
New York
$225M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$446M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
376
Semmax Financial Advisors
North Carolina
– – -3,407 Closed
MHS
377
M Holdings Securities
Oregon
– – -3,100 Closed
RBCM
378
Raub Brock Capital Management
California
– – -3,056 Closed
HPC
379
Hobart Private Capital
North Carolina
– – -2,358 Closed
PPFA
380
Provida Pension Fund Administrator
Chile
– – -1,136 Closed
WCM
381
WealthBridge Capital Management
Ohio
– – -823 Closed
PCG
382
Private Capital Group
Connecticut
– – -736 Closed
AA
383
Advisory Alpha
Michigan
– – -682 Closed
BBHC
384
Brown Brothers Harriman & Co
New York
– – -654 Closed
CAM
385
Cresset Asset Management
Illinois
– – -585 Closed
SHIM
386
Stone House Investment Management
Pennsylvania
– – -483 Closed
CHP
387
Cable Hill Partners
Oregon
– – -400 Closed
AWM
388
Aevitas Wealth Management
Massachusetts
– – -356 Closed
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
– – -343 Closed
LC
390
Lavaca Capital
Texas
– – -332 Closed
WAM
391
Wealthspire Advisors (Maryland)
Maryland
– – -197 Closed
ADL
392
Asset Dedication LLC
California
– – -114 Closed
RFC
393
Regions Financial Corp
Alabama
– – -94 Closed
TVWM
394
Tower View Wealth Management
Wisconsin
– – -34 Closed
PAM
395
PFM Asset Management
Pennsylvania
– – – –
Wolverine Trading
396
Wolverine Trading
Illinois
– – – –
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