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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 %
Northern Trust
176
Northern Trust
Illinois
$1.51M 16,555 +2,465 +17%
FA
177
Fortis Advisors
Pennsylvania
$1.5M 16,422 +3,585 +28%
SXL
178
Summit X LLC
Missouri
$1.48M 16,204 +9,453 +140%
AW
179
ACG Wealth
Georgia
$1.47M 16,111 +118 +0.7%
AIA
180
Avalon Investment & Advisory
Texas
$1.46M 16,007 +571 +4%
MA
181
Mutual Advisors
Nebraska
$1.45M 15,848 +15,848 New
OCM
182
Orser Capital Management
Texas
$1.44M 15,461 -290 -2%
AC
183
Avestar Capital
New York
$1.44M 15,965 +823 +5%
FGAM
184
Financial Gravity Asset Management
Texas
$1.43M 15,666 +15,531 +11,504%
MIM
185
Moseley Investment Management
Florida
$1.36M 14,851 +1,234 +9%
MIM
186
Macroview Investment Management
Maryland
$1.33M 14,567 +1,481 +11%
BSW
187
Buckingham Strategic Wealth
Missouri
$1.23M 13,401 -3,052 -19%
SCM
188
Smith Capital Management
Arkansas
$1.17M 12,792 +12,792 New
CFA
189
Carroll Financial Associates
North Carolina
$1.16M 12,706 +254 +2%
FMLI
190
Fukoku Mutual Life Insurance
Japan
$1.05M 11,500 +11,500 New
PAI
191
Pittenger & Anderson Inc
Nebraska
$1.05M 11,422 +4,128 +57%
WLIM
192
White Lighthouse Investment Management
Massachusetts
$1.04M 11,414 -130 -1%
MSA
193
Marino Stram & Associates
Massachusetts
$1.04M 11,398 +492 +5%
S
194
Schroders
United Kingdom
$1.04M 11,400 – –
Mariner
195
Mariner
Kansas
$1.04M 11,323 +1,050 +10%
EPA
196
Element Pointe Advisors
Florida
$1.01M 11,078 +11,078 New
FI
197
Financial Insights
Washington
$1M 11,183 +1,212 +12%
NFG
198
Next Financial Group
Texas
$974K 10,655 +3,182 +43%
EVM
199
Eaton Vance Management
Massachusetts
$972K 10,624 -408 -4%
KIA
200
KCM Investment Advisors
California
$955K 10,437 – –
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8
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