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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 %
RJA
76
Raymond James & Associates
Florida
$12.5M 135,104 +16,259 +14%
AWM
77
AE Wealth Management
Kansas
$12M 130,334 +20,396 +19%
CIAS
78
Capital Investment Advisory Services
North Carolina
$12M 130,071 +26,033 +25%
TWA
79
Tillar-Wenstrup Advisors
Ohio
$11.4M 123,762 +16,398 +15%
BCA
80
Berman Capital Advisors
Georgia
$11.3M 122,527 +2,535 +2%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11.3M 122,092 +7,080 +6%
RIG
82
Roosevelt Investment Group
New York
$11.3M 121,976 +6,608 +6%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$11M 119,175 +44,037 +59%
PP
84
Palladium Partners
Virginia
$10.6M 117,681 -7,362 -6%
PAG
85
Private Advisor Group
New Jersey
$10.2M 110,393 +80,562 +270%
AIP
86
Almanack Investment Partners
Pennsylvania
$10.2M 110,221 +2,573 +2%
IC
87
Inscription Capital
Texas
$10.2M 110,035 +412 +0.4%
WP
88
WealthSource Partners
California
$9.73M 105,280 -921 -0.9%
SFP
89
Shepherd Financial Partners
Massachusetts
$9.69M 104,767 -25,166 -19%
GCM
90
Gibraltar Capital Management
Oklahoma
$9.62M 104,086 +104,086 New
UBS AM
91
UBS AM
Illinois
$9.21M 99,664 -50,070 -33%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$9.14M 98,895 +66,118 +202%
WCG
93
Weaver Consulting Group
California
$9.13M 97,434 -1,091 -1%
EFL
94
ERn Financial LLC
Wisconsin
$8.95M 96,829 +10,112 +12%
HighTower Advisors
95
HighTower Advisors
Illinois
$8.77M 94,883 +16,686 +21%
SS
96
Simplicity Solutions
Minnesota
$8.58M 92,833 +14,965 +19%
SPIA
97
Steward Partners Investment Advisory
New York
$8.54M 92,392 +5,644 +7%
GWM
98
Geneos Wealth Management
Colorado
$8.53M 92,909 -1,233 -1%
JWM
99
Jackson Wealth Management
Florida
$8.42M 92,262 +3,842 +4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$8.25M 89,274 +4,077 +5%
2 3
4
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