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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
$1.06B
2
RBA
Richard Bernstein Advisors
New York
$413M
3
Ameriprise
Ameriprise
Minnesota
$517M
4
BlackRock
BlackRock
New York
$374M
5
M&T Bank
M&T Bank
New York
$222M

Top Sellers

1
S
Schroders
United Kingdom
$1.01M
2
AIM
Astor Investment Management
Illinois
$26M
3
GFPC
Global Financial Private Capital
Florida
$21M
4
BFPW
BOK Financial Private Wealth
Colorado
$82.6M
5
AEPG
American Economic Planning Group
New Jersey
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
51
RVW Wealth
California
$17.1M +$17.1M +193,531 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$16.9M +$1.68M +18,990 +11%
AIC
53
Ameritas Investment Company
Nebraska
$16.7M +$7.6M +85,783 +83%
QA
54
Quantitative Advantage
Minnesota
$16M +$633K +7,145 +4%
UBS AM
55
UBS AM
Illinois
$15.5M -$1.19M -13,484 -7%
TWM
56
Tanglewood Wealth Management
Texas
$15.4M -$37.9K -428 -0.2%
CFGS
57
Concourse Financial Group Securities
Alabama
$15.3M +$14.9M +168,500 +3,903%
SCM
58
Stonehearth Capital Management
Massachusetts
$15M -$167K -1,885 -1%
AWE
59
Avidian Wealth Enterprises
Texas
$15M +$14.1M +159,034 +1,555%
DLIC
60
Daido Life Insurance Company
Japan
$14.5M – – –
GWAG
61
Garrett Wealth Advisory Group
Texas
$14.3M -$221K -2,500 -2%
HCA
62
Heck Capital Advisors
Wisconsin
$13.6M +$1.96M +22,164 +17%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$12.7M +$2.9M +32,705 +30%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$12.6M +$6.44M +72,708 +104%
TCM
65
TD Capital Management
Tennessee
$12.6M +$91.3K +1,031 +0.7%
SWMG
66
Sanchez Wealth Management Group
Florida
$12M +$3.24M +36,627 +37%
PA
67
Pinnacle Associates
New York
$11.9M +$11.9M +134,042 New
CFG
68
Cooper Financial Group
California
$11.8M +$1.3M +14,654 +12%
FFS
69
Founders Financial Securities
Maryland
$11.7M +$3.04M +34,379 +35%
PP
70
Palladium Partners
Virginia
$11.5M +$1.24M +14,031 +12%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$11.4M -$536K -6,050 -4%
IC
72
Inscription Capital
Texas
$11.3M -$551K -6,223 -5%
SFP
73
Shepherd Financial Partners
Massachusetts
$11.2M +$629K +7,098 +6%
BCA
74
Berman Capital Advisors
Georgia
$10.9M +$129K +1,456 +1%
RIG
75
Roosevelt Investment Group
New York
$10.3M +$4.18M +47,189 +68%
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