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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$21.9M 237,287 +21,536 +10%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$21.4M 231,931 +21,559 +10%
SF
53
Synovus Financial
Georgia
$21.3M 230,204 +3,925 +2%
FA
54
FDx Advisors
Illinois
$21.2M 229,022 -25,303 -10%
QA
55
Quantitative Advantage
Minnesota
$19.8M 214,729 +28,179 +15%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$19.6M 211,916 +9,130 +5%
RW
57
RVW Wealth
California
$17.3M 186,724 -10,805 -5%
HCA
58
Heck Capital Advisors
Wisconsin
$17.2M 186,637 +8,747 +5%
FTIOP
59
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.1M 185,421 +2,017 +1%
FFBTD
60
First Financial Bank - Trust Division
Ohio
$16.9M 183,389 +1,906 +1%
ACA
61
Ackerman Capital Advisors
Texas
$16M 172,815 +7,366 +4%
TWM
62
Tanglewood Wealth Management
Texas
$15.9M 172,076 – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$15.8M 170,827 -31,466 -16%
SCM
64
Stonehearth Capital Management
Massachusetts
$15.4M 166,179 -5,026 -3%
DLIC
65
Daido Life Insurance Company
Japan
$15.2M 164,150 – –
PWS
66
Paragon Wealth Strategies
Florida
$15.1M 163,017 +381 +0.2%
PA
67
Pinnacle Associates
New York
$15M 162,294 +9,975 +7%
GWAG
68
Garrett Wealth Advisory Group
Texas
$15M 162,161 +1,005 +0.6%
SWMG
69
Sanchez Wealth Management Group
Florida
$14.6M 157,584 +15,704 +11%
FFS
70
Founders Financial Securities
Maryland
$14M 151,406 -41,432 -21%
TCM
71
TD Capital Management
Tennessee
$13.6M 147,582 +600 +0.4%
AIC
72
Ameritas Investment Company
Nebraska
$13.5M 141,699 +141,699 New
CFG
73
Cooper Financial Group
California
$13.2M 143,212 +4,815 +3%
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$12.9M 139,425 -13,018 -9%
PA
75
Parallel Advisors
California
$12.8M 138,508 +31,873 +30%
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