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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 %
GHA
76
GW Henssler & Associates
Georgia
$12M 131,148 +64,053 +95%
SFP
77
Shepherd Financial Partners
Massachusetts
$11.9M 129,933 +3,493 +3%
PP
78
Palladium Partners
Virginia
$11.4M 125,043 -5,116 -4%
BCA
79
Berman Capital Advisors
Georgia
$11M 119,992 -3,307 -3%
RJA
80
Raymond James & Associates
Florida
$10.9M 118,845 +53,270 +81%
RIG
81
Roosevelt Investment Group
New York
$10.6M 115,368 -905 -0.8%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$10.5M 115,012 -13,641 -11%
AWM
83
AE Wealth Management
Kansas
$10.1M 109,938 +61,903 +129%
AIP
84
Almanack Investment Partners
Pennsylvania
$9.85M 107,648 +6,245 +6%
TWA
85
Tillar-Wenstrup Advisors
Ohio
$9.82M 107,364 +17,788 +20%
CGFA
86
Colton Groome Financial Advisors
North Carolina
$9.82M 107,306 +107,306 New
PA
87
Parallel Advisors
California
$9.75M 106,635 +102,769 +2,658%
WP
88
WealthSource Partners
California
$9.71M 106,201 +56,327 +113%
IC
89
Inscription Capital
Texas
$9.66M 109,623 -17,683 -14%
CIAS
90
Capital Investment Advisory Services
North Carolina
$9.66M 104,038 +6,164 +6%
WCG
91
Weaver Consulting Group
California
$9.01M 98,525 -332 -0.3%
TA
92
TMD & Associates
Arizona
$8.77M 95,874 -1,637 -2%
KP
93
Keel Point
Alabama
$8.63M 94,335 -7,571 -7%
GWM
94
Geneos Wealth Management
Colorado
$8.61M 94,142 +13,170 +16%
JWM
95
Jackson Wealth Management
Florida
$8.24M 88,420 -2,763 -3%
BII
96
Bainco International Investors
Massachusetts
$7.98M 87,273 -2,581 -3%
SPIA
97
Steward Partners Investment Advisory
New York
$7.93M 86,748 +14,011 +19%
EFL
98
ERn Financial LLC
Wisconsin
$7.93M 86,717 +6,592 +8%
LCC
99
Lincoln Capital Corp
Rhode Island
$7.87M 86,023 +56,803 +194%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$7.79M 85,197 +48,595 +133%
2 3
4
5 6