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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 %
SMG
126
Smart Money Group
Texas
$4.55M 49,191 +7,940 +19%
FAAS
127
First Allied Advisory Services
California
$4.44M 48,025 +5,058 +12%
CAL
128
Capital Advisors Ltd
Ohio
$4.42M 48,960 +2,555 +6%
BTS
129
BB&T Securities
Virginia
$4.34M 46,915 -5,414 -10%
BCMO
130
Buckingham Capital Management (Ohio)
Ohio
$4.26M 46,109 +1,713 +4%
AIC
131
Ayalon Insurance Company
Israel
$4.12M 45,065 +470 +1%
VC
132
Vicus Capital
Pennsylvania
$3.95M 42,721 -14,286 -25%
FGAM
133
Financial Gravity Asset Management
Texas
$3.93M 42,491 +26,825 +171%
RCA
134
Rowland Carmichael Advisors
Arizona
$3.83M 41,439 +10,133 +32%
MIH
135
Madison Investment Holdings
Wisconsin
$3.8M 41,104 -5,943 -13%
SWP
136
Stratos Wealth Partners
Ohio
$3.75M 40,546 +14,724 +57%
AEPG
137
American Economic Planning Group
New Jersey
$3.66M 39,625 +3,093 +8%
BFG
138
Barber Financial Group
Kansas
$3.65M 39,548 -122,807 -76%
HCP
139
Holt Capital Partners
Texas
$3.6M 38,905 +3,650 +10%
BRWA
140
B. Riley Wealth Advisors
Florida
$3.53M 38,137 +949 +3%
CS
141
Comerica Securities
Michigan
$3.51M 38,013 -3,604 -9%
GP
142
Geneva Partners
Wisconsin
$3.42M 37,037 +730 +2%
Goldman Sachs
143
Goldman Sachs
New York
$3.41M 36,865 -1,383 -4%
MBT
144
Montecito Bank & Trust
California
$3.32M 35,903 +2,184 +6%
CWM
145
Connecticut Wealth Management
Connecticut
$3.18M 34,394 +34,394 New
SP
146
Symmetry Partners
Connecticut
$3.17M 34,268 -1,103 -3%
CFGS
147
Concourse Financial Group Securities
Alabama
$3.13M 33,919 -204,216 -86%
PWA
148
Physician Wealth Advisors
Utah
$3.1M 31,578 +31,578 New
UBV
149
United Bank (Virginia)
Virginia
$3.08M 33,382 +174 +0.5%
UR
150
USCA RIA
Texas
$3.08M 33,278 -1,748 -5%
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