QUAL icon

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 %
RCA
151
Rowland Carmichael Advisors
Arizona
$2.86M 31,306 +10,947 +54%
SI
152
Stephens Inc
Arkansas
$2.83M 30,901 +3,677 +14%
AF
153
Advisornet Financial
Minnesota
$2.77M 30,248 +3,631 +14%
PAG
154
Private Advisor Group
New Jersey
$2.73M 29,831 +12,230 +69%
S
155
Surevest
California
$2.38M 26,012 -4,039 -13%
SWP
156
Stratos Wealth Partners
Ohio
$2.36M 25,822 +913 +4%
WB
157
WesBanco Bank
West Virginia
$2.29M 24,979 -1,114 -4%
WCG
158
Wall Capital Group
Arizona
$2.28M 24,874 -1,085 -4%
Millennium Management
159
Millennium Management
New York
$2.25M 24,578 +8,538 +53%
DIP
160
DT Investment Partners
Pennsylvania
$2.17M 23,702 +23,702 New
MIFH
161
Migdal Insurance & Financial Holdings
Israel
$2.04M 22,245 +8,700 +64%
AT
162
Arden Trust
Delaware
$2.01M 21,989 +21,989 New
CW
163
CreativeOne Wealth
Kansas
$1.94M 21,219 +1,281 +6%
OC
164
Oppenheimer & Co
New York
$1.93M 21,091 +7,412 +54%
VIM
165
Vista Investment Management
Pennsylvania
$1.9M 20,791 -5 -0%
PA
166
PFG Advisors
Arizona
$1.89M 20,065 -650 -3%
SW
167
SlateStone Wealth
Florida
$1.85M 20,188 +6,865 +52%
PWMG
168
Prestige Wealth Management Group
New Jersey
$1.84M 20,134 +1,923 +11%
AFP
169
Ausdal Financial Partners
Iowa
$1.83M 19,539 -13,650 -41%
CCA
170
Clearwater Capital Advisors
Illinois
$1.82M 19,933 -1,487 -7%
WIC
171
Woodmont Investment Counsel
Tennessee
$1.75M 19,105 -1,380 -7%
Chevy Chase Trust
172
Chevy Chase Trust
Maryland
$1.71M 18,641 +2,027 +12%
CWG
173
Cornerstone Wealth Group
North Carolina
$1.68M 18,367 +18,367 New
DWM
174
Dakota Wealth Management
Florida
$1.61M 17,543 +3,198 +22%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$1.59M 17,357 +11,003 +173%
5 6
7
8 9