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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 %
SW
176
SlateStone Wealth
Florida
$1.18M +$145K +1,641 +14%
MIM
177
Macroview Investment Management
Maryland
$1.16M +$562K +6,346 +94%
SIA
178
Strategic Investment Advisors
Michigan
$1.15M -$830K -9,381 -42%
FA
179
Fortis Advisors
Pennsylvania
$1.14M +$742K +8,382 +188%
CFA
180
Carroll Financial Associates
North Carolina
$1.1M +$112K +1,263 +11%
APC
181
Aspire Private Capital
North Carolina
$1.06M -$988K -11,164 -48%
WLIM
182
White Lighthouse Investment Management
Massachusetts
$1.02M +$55.2K +623 +6%
S
183
Schroders
United Kingdom
$1.01M -$166M -1,879,029 -99%
EVM
184
Eaton Vance Management
Massachusetts
$977K +$54.5K +615 +6%
MMA
185
Miracle Mile Advisors
California
$967K +$967K +10,918 New
MSA
186
Marino Stram & Associates
Massachusetts
$966K +$117K +1,317 +14%
PWM
187
Paulson Wealth Management
Illinois
$938K -$156K -1,758 -14%
KIA
188
KCM Investment Advisors
California
$924K +$29.7K +335 +3%
FI
189
Financial Insights
Washington
$916K -$277K -3,016 -23%
Mariner
190
Mariner
Kansas
$910K +$130K +1,464 +17%
Brown Advisory
191
Brown Advisory
Maryland
$885K -$28.7K -324 -3%
KFP
192
Keystone Financial Planning
Ohio
$844K +$194K +2,188 +30%
VSWA
193
Vontobel Swiss Wealth Advisors
Switzerland
$842K -$4.61M -52,557 -85%
WI
194
Wintrust Investments
Illinois
$820K +$91K +1,027 +12%
FHA
195
Flagship Harbor Advisors
Massachusetts
$818K +$32.1K +363 +4%
PS
196
Portfolio Strategies
New York
$803K -$18.1K -204 -2%
CBFP
197
Cedar Brook Financial Partners
Ohio
$802K +$329K +3,714 +70%
LJAC
198
L.J. Altfest & Co
New York
$800K +$14.4K +163 +2%
ATC
199
Argent Trust Co
Tennessee
$799K +$326K +3,682 +69%
WSFS
200
Wilmington Savings Fund Society
Delaware
$769K +$9.91K +112 +1%
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