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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 %
JWA
376
JFS Wealth Advisors
Pennsylvania
$7K 81 – –
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$6K 61 – –
HS
378
Horan Securities
United States
$5K 59 – –
FRA
379
Front Row Advisors
California
$5K 59 +9 +18%
GWMIA
380
Global Wealth Management Investment Advisory
Florida
$4K 48 – –
LC
381
Lindbrook Capital
California
$4K 40 +40 New
PC
382
Permanens Capital
New York
$3K 31 – –
FPS
383
Fieldpoint Private Securities
Connecticut
$2K 20 – –
GAM
384
Gemmer Asset Management
California
$2K 22 +22 New
GEA
385
Glen Eagle Advisors
New Jersey
$1.11K 12 +12 New
IRC
386
Investors Research Corp
Georgia
$1K 6 +6 New
FANJ
387
Financial Architects (New Jersey)
New Jersey
$1K 10 +10 New
FEM
388
Fulcrum Equity Management
Texas
$1K 12 +12 New
GT
389
Glenmede Trust
Pennsylvania
$740 8,022 +4,283 +115%
AIA
390
Arrow Investment Advisors
Maryland
– – -135,427 Closed
KP
391
Keel Point
Alabama
– – -94,335 Closed
BCM
392
Barometer Capital Management
Ontario, Canada
– – -39,400 Closed
CF
393
Copperwynd Financial
Arizona
– – -38,258 Closed
DWA
394
Dorsey Wright & Associates
California
– – -35,191 Closed
MAP
395
Milestone Advisory Partners
North Carolina
– – -33,791 Closed
Millennium Management
396
Millennium Management
New York
– – -24,578 Closed
AC
397
Avestar Capital
New York
– – -15,965 Closed
KFP
398
Keystone Financial Planning
Ohio
– – -9,759 Closed
SC
399
Scotia Capital
Ontario, Canada
– – -8,260 Closed
BCM
400
Brasada Capital Management
Texas
– – -6,828 Closed
13 14 15
16
17