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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 %
MAFM
76
Mid Atlantic Financial Management
Pennsylvania
$10.1M +$8.03M +90,651 +384%
IWC
77
Integrated Wealth Concepts
Massachusetts
$9.39M +$8.34M +94,211 +794%
KP
78
Keel Point
Alabama
$9.02M +$9.02M +101,906 New
AIP
79
Almanack Investment Partners
Pennsylvania
$8.98M +$490K +5,539 +6%
WCG
80
Weaver Consulting Group
California
$8.94M +$8.94M +98,857 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$8.67M +$4.13M +46,668 +91%
TA
82
TMD & Associates
Arizona
$8.64M -$6.83M -77,098 -44%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$8.49M +$673K +7,593 +9%
AI
84
Atria Investments
North Carolina
$8.15M -$11.2M -126,059 -58%
JWM
85
Jackson Wealth Management
Florida
$8.07M +$1.8M +20,291 +29%
BII
86
Bainco International Investors
Massachusetts
$7.96M -$529K -5,972 -6%
TWA
87
Tillar-Wenstrup Advisors
Ohio
$7.93M +$358K +4,047 +5%
IA
88
IFP Advisors
Florida
$7.81M -$476K -5,378 -6%
VWM
89
Venturi Wealth Management
Texas
$7.8M +$6.6M +73,800 +552%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$7.33M -$53.8K -608 -0.7%
EFL
91
ERn Financial LLC
Wisconsin
$7.29M +$5.46M +60,009 +298%
GWM
92
Geneos Wealth Management
Colorado
$7.17M +$3.69M +41,696 +106%
DE
93
Day & Ennis
Georgia
$7.12M +$1.16M +13,051 +19%
PWS
94
Paragon Wealth Strategies
Florida
$7.11M +$4.76M +53,714 +202%
HighTower Advisors
95
HighTower Advisors
Illinois
$6.97M -$2.36M -26,676 -25%
BA
96
Boston Advisors
Massachusetts
$6.72M -$81.6K -921 -1%
SPL
97
Smart Portfolios LLC
Washington
$6.59M -$641K -7,236 -9%
SPIA
98
Steward Partners Investment Advisory
New York
$6.44M +$19.2K +217 +0.3%
GHA
99
GW Henssler & Associates
Georgia
$5.94M -$3.17M -35,805 -35%
RJA
100
Raymond James & Associates
Florida
$5.81M -$182K -2,056 -3%
2 3
4
5 6