QUAL icon

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 %
LCC
101
Lincoln Capital Corp
Rhode Island
$7.98M 86,312 +289 +0.3%
BII
102
Bainco International Investors
Massachusetts
$7.88M 85,280 -1,993 -2%
DE
103
Day & Ennis
Georgia
$7.55M 81,690 -1,345 -2%
Jane Street
104
Jane Street
New York
$7.46M 80,752 +80,752 New
MTB
105
Mizuho Trust & Banking
Japan
$7.39M 80,000 +80,000 New
EWM
106
Empirical Wealth Management
Washington
$6.84M 74,065 +17,445 +31%
CGFA
107
Colton Groome Financial Advisors
North Carolina
$6.74M 70,195 -37,111 -35%
GHA
108
GW Henssler & Associates
Georgia
$6.73M 72,872 -58,276 -44%
BA
109
Boston Advisors
Massachusetts
$6.65M 71,948 -2,774 -4%
SPL
110
Smart Portfolios LLC
Washington
$6.63M 69,055 -3,857 -5%
Stifel Financial
111
Stifel Financial
Missouri
$6.43M 69,577 +1,242 +2%
CF
112
Centaurus Financial
California
$6.27M 67,836 +1,947 +3%
COI
113
Capital One Investing
Virginia
$6.11M 66,200 +6,244 +10%
Two Sigma Investments
114
Two Sigma Investments
New York
$5.63M 60,900 +60,900 New
GRP
115
Global Retirement Partners
California
$5.55M 60,062 +55,538 +1,228%
OWM
116
Orgel Wealth Management
Wisconsin
$5.45M 58,933 +2,563 +5%
FC
117
Ferris Capital
Massachusetts
$5.27M 57,063 +10,305 +22%
AF
118
Advisornet Financial
Minnesota
$5.26M 56,877 +26,629 +88%
B
119
Barings
North Carolina
$5.18M 56,019 +21,998 +65%
BIM
120
Bridges Investment Management
Nebraska
$5.15M 55,723 – –
PWMAG
121
Pinnacle Wealth Management Advisory Group
New Jersey
$5.02M 54,354 +8,154 +18%
Prudential Financial
122
Prudential Financial
New Jersey
$4.88M 52,805 -5,108 -9%
MIFH
123
Migdal Insurance & Financial Holdings
Israel
$4.83M 52,456 +30,211 +136%
SWM
124
Strategic Wealth Management
Washington
$4.81M 52,049 -3,119 -6%
HR
125
Howe & Rusling
New York
$4.63M 50,142 +50,142 New
3 4
5
6 7