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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 %
CCA
151
Clearwater Capital Advisors
Illinois
$1.9M -$346K -3,908 -15%
VF
152
Virtu Financial
New York
$1.86M +$1.86M +20,984 New
VIM
153
Vista Investment Management
Pennsylvania
$1.84M +$137K +1,545 +8%
WIC
154
Woodmont Investment Counsel
Tennessee
$1.81M -$914K -10,321 -34%
RCA
155
Rowland Carmichael Advisors
Arizona
$1.8M +$1.8M +20,359 New
CW
156
CreativeOne Wealth
Kansas
$1.77M +$306K +3,457 +21%
UBV
157
United Bank (Virginia)
Virginia
$1.74M -$1.72M -19,411 -50%
PWMG
158
Prestige Wealth Management Group
New Jersey
$1.61M +$107K +1,204 +7%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$1.61M +$1.39M +15,731 +654%
PAG
160
Private Advisor Group
New Jersey
$1.56M +$315K +3,555 +25%
Chevy Chase Trust
161
Chevy Chase Trust
Maryland
$1.53M +$1.53M +16,614 New
BSW
162
Buckingham Strategic Wealth
Missouri
$1.46M +$427K +4,817 +41%
BTS
163
BB&T Securities
Virginia
$1.42M +$684K +7,726 +92%
Millennium Management
164
Millennium Management
New York
$1.42M +$708K +8,000 +100%
AW
165
ACG Wealth
Georgia
$1.42M -$73.8K -834 -5%
OCM
166
Orser Capital Management
Texas
$1.4M -$108K -1,220 -7%
AIA
167
Avalon Investment & Advisory
Texas
$1.37M +$1.37M +15,436 New
AC
168
Avestar Capital
New York
$1.32M -$432K -4,951 -25%
DWM
169
Dakota Wealth Management
Florida
$1.27M +$1.02M +11,467 +398%
OWA
170
Outlook Wealth Advisors
Texas
$1.27M +$1.04M +11,712 +445%
Northern Trust
171
Northern Trust
Illinois
$1.25M +$3.54K +40 +0.3%
OC
172
Oppenheimer & Co
New York
$1.21M +$150K +1,697 +14%
MIM
173
Moseley Investment Management
Florida
$1.21M +$1.21M +13,617 New
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$1.2M +$916K +10,349 +324%
HR
175
Howe & Rusling
New York
$1.19M +$1.19M +13,450 New
5 6
7
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