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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 %
SG Americas Securities
126
SG Americas Securities
New York
$3.89M 42,484 +23 +0.1%
CS
127
Comerica Securities
Michigan
$3.81M 41,617 +16,636 +67%
SMG
128
Smart Money Group
Texas
$3.77M 41,251 +3,532 +9%
BCM
129
Barometer Capital Management
Ontario, Canada
$3.6M 39,400 -7,400 -16%
Goldman Sachs
130
Goldman Sachs
New York
$3.5M 38,248 -700,842 -95%
CF
131
Copperwynd Financial
Arizona
$3.5M 38,258 -509 -1%
Deutsche Bank
132
Deutsche Bank
Germany
$3.43M 37,503 +37,503 New
BRWA
133
B. Riley Wealth Advisors
Florida
$3.4M 37,188 -307 -0.8%
FAM
134
Formidable Asset Management
Ohio
$3.35M 36,570 -335,960 -90%
AEPG
135
American Economic Planning Group
New Jersey
$3.34M 36,532 -3,925 -10%
GP
136
Geneva Partners
Wisconsin
$3.32M 36,307 +5,890 +19%
SP
137
Symmetry Partners
Connecticut
$3.24M 35,371 -6,465 -15%
HCP
138
Holt Capital Partners
Texas
$3.23M 35,255 +3,730 +12%
DWA
139
Dorsey Wright & Associates
California
$3.22M 35,191 +35,191 New
UR
140
USCA RIA
Texas
$3.2M 35,026 +35,026 New
B
141
Barings
North Carolina
$3.11M 34,021 +34,021 New
MAP
142
Milestone Advisory Partners
North Carolina
$3.09M 33,791 +754 +2%
MBT
143
Montecito Bank & Trust
California
$3.08M 33,719 +1,589 +5%
UBV
144
United Bank (Virginia)
Virginia
$3.04M 33,208 +13,572 +69%
VWM
145
Venturi Wealth Management
Texas
$3.02M 33,041 -54,134 -62%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$2.98M 32,777 +14,641 +81%
SFG
147
SNS Financial Group
Minnesota
$2.95M 32,297 -2,945 -8%
CCMG
148
Clark Capital Management Group
Pennsylvania
$2.93M 32,005 -917 -3%
BCM
149
Beck Capital Management
Texas
$2.92M 31,951 +31,951 New
TFO
150
Tarbox Family Office
California
$2.88M 31,512 -340 -1%
4 5
6
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