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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 %
SFG
126
SNS Financial Group
Minnesota
$3.12M -$1.08M -12,180 -26%
Prudential Financial
127
Prudential Financial
New Jersey
$3.09M -$397K -4,480 -11%
TRCT
128
Tower Research Capital (TRC)
New York
$3.06M +$3.06M +34,563 +576,050%
AFP
129
Ausdal Financial Partners
Iowa
$2.94M +$140K +1,583 +5%
MAP
130
Milestone Advisory Partners
North Carolina
$2.93M +$829K +9,366 +40%
CCMG
131
Clark Capital Management Group
Pennsylvania
$2.92M -$139K -1,571 -5%
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$2.89M +$2.89M +32,635 New
MBT
133
Montecito Bank & Trust
California
$2.85M +$1.68K +19 +0.1%
TFO
134
Tarbox Family Office
California
$2.82M -$76.5K -864 -3%
HCP
135
Holt Capital Partners
Texas
$2.79M +$341K +3,845 +14%
GP
136
Geneva Partners
Wisconsin
$2.69M +$1.04M +11,757 +63%
S
137
Surevest
California
$2.66M -$523K -5,908 -16%
FAAS
138
First Allied Advisory Services
California
$2.61M +$1.8M +20,262 +222%
LCC
139
Lincoln Capital Corp
Rhode Island
$2.59M +$273K +3,082 +12%
SI
140
Stephens Inc
Arkansas
$2.41M +$392K +4,421 +19%
AF
141
Advisornet Financial
Minnesota
$2.36M +$1.63M +18,362 +222%
WB
142
WesBanco Bank
West Virginia
$2.31M +$309K +3,489 +15%
WCG
143
Wall Capital Group
Arizona
$2.3M +$779K +8,795 +51%
CS
144
Comerica Securities
Michigan
$2.21M +$2.21M +24,981 New
SWP
145
Stratos Wealth Partners
Ohio
$2.21M +$636K +7,182 +41%
VC
146
Vicus Capital
Pennsylvania
$2.08M +$570K +6,439 +38%
ACM
147
AlphaStar Capital Management
North Carolina
$1.98M +$436K +5,277 +28%
Citadel Advisors
148
Citadel Advisors
Florida
$1.95M -$3.91M -44,205 -67%
FA
149
FDx Advisors
Illinois
$1.94M +$1.94M +21,927 New
PA
150
PFG Advisors
Arizona
$1.9M -$68.9K -750 -3%
4 5
6
7 8