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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 %
SF
51
Synovus Financial
Georgia
$20.7M 226,279 +224,858 +15,824%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$20.5M 224,127 +128,235 +134%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$19.7M 215,751 +72,967 +51%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$19.2M 210,372 +18,989 +10%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$18.5M 202,786 -15,486 -7%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$18.5M 202,293 +59,366 +42%
RW
57
RVW Wealth
California
$18.1M 197,529 +3,998 +2%
FFS
58
Founders Financial Securities
Maryland
$17.6M 192,838 +60,305 +46%
QA
59
Quantitative Advantage
Minnesota
$17.1M 186,550 +5,524 +3%
FTIOP
60
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16.8M 183,404 +183,404 New
FFBTD
61
First Financial Bank - Trust Division
Ohio
$16.6M 181,483 -17,251 -9%
HCA
62
Heck Capital Advisors
Wisconsin
$16.3M 177,890 +24,709 +16%
TWM
63
Tanglewood Wealth Management
Texas
$15.7M 172,076 -2,219 -1%
SCM
64
Stonehearth Capital Management
Massachusetts
$15.7M 171,205 +1,805 +1%
DLIC
65
Daido Life Insurance Company
Japan
$15M 164,150 – –
PWS
66
Paragon Wealth Strategies
Florida
$14.9M 162,636 +82,395 +103%
BFG
67
Barber Financial Group
Kansas
$14.9M 162,355 +120,752 +290%
GWAG
68
Garrett Wealth Advisory Group
Texas
$14.7M 161,156 -22 -0%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$13.9M 152,443 +38,205 +33%
PA
70
Pinnacle Associates
New York
$13.9M 152,319 +18,277 +14%
UBS AM
71
UBS AM
Illinois
$13.7M 149,734 -25,003 -14%
TCM
72
TD Capital Management
Tennessee
$13.4M 146,982 +4,487 +3%
SWMG
73
Sanchez Wealth Management Group
Florida
$13M 141,880 +5,858 +4%
CFG
74
Cooper Financial Group
California
$12.7M 138,397 +5,673 +4%
AIA
75
Arrow Investment Advisors
Maryland
$12.4M 135,427 +135,427 New
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3
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