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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 %
DE
101
Day & Ennis
Georgia
$7.6M 83,035 +2,608 +3%
HighTower Advisors
102
HighTower Advisors
Illinois
$7.16M 78,197 -530 -0.7%
SS
103
Simplicity Solutions
Minnesota
$7.12M 77,868 +38,153 +96%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$6.87M 75,138 -7,614 -9%
BA
105
Boston Advisors
Massachusetts
$6.84M 74,722 -1,149 -2%
SPL
106
Smart Portfolios LLC
Washington
$6.67M 72,912 -1,524 -2%
Stifel Financial
107
Stifel Financial
Missouri
$6.24M 68,335 +20,804 +44%
CF
108
Centaurus Financial
California
$6.03M 65,889 +60,621 +1,151%
RCS
109
Retirement Capital Strategies
California
$5.56M 60,752 +60,752 New
COI
110
Capital One Investing
Virginia
$5.48M 59,956 +7,284 +14%
Prudential Financial
111
Prudential Financial
New Jersey
$5.3M 57,913 +23,000 +66%
VC
112
Vicus Capital
Pennsylvania
$5.21M 57,007 +33,500 +143%
EWM
113
Empirical Wealth Management
Washington
$5.18M 56,620 -7,375 -12%
OWM
114
Orgel Wealth Management
Wisconsin
$5.16M 56,370 +2,524 +5%
SCP
115
Syntal Capital Partners
Texas
$5.1M 55,749 +55,749 New
BIM
116
Bridges Investment Management
Nebraska
$5.1M 55,723 – –
SWM
117
Strategic Wealth Management
Washington
$5.05M 55,168 -265 -0.5%
BTS
118
BB&T Securities
Virginia
$4.79M 52,329 +36,237 +225%
MIH
119
Madison Investment Holdings
Wisconsin
$4.3M 47,047 -9,592 -17%
FC
120
Ferris Capital
Massachusetts
$4.28M 46,758 +8,420 +22%
CAL
121
Capital Advisors Ltd
Ohio
$4.25M 46,405 -5,393 -10%
PWMAG
122
Pinnacle Wealth Management Advisory Group
New Jersey
$4.23M 46,200 +13,565 +42%
AIC
123
Ayalon Insurance Company
Israel
$4.11M 44,595 +44,595 New
BCMO
124
Buckingham Capital Management (Ohio)
Ohio
$4.06M 44,396 +5,793 +15%
FAAS
125
First Allied Advisory Services
California
$3.93M 42,967 +13,564 +46%
3 4
5
6 7