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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 %
CWG
176
Cornerstone Wealth Group
North Carolina
$1.91M 20,622 +2,255 +12%
OC
177
Oppenheimer & Co
New York
$1.84M 19,855 -1,236 -6%
PA
178
PFG Advisors
Arizona
$1.83M 20,125 +60 +0.3%
FHA
179
Flagship Harbor Advisors
Massachusetts
$1.82M 19,681 +10,279 +109%
WIC
180
Woodmont Investment Counsel
Tennessee
$1.72M 18,656 -449 -2%
CFA
181
Carroll Financial Associates
North Carolina
$1.67M 18,117 +5,411 +43%
SXL
182
Summit X LLC
Missouri
$1.67M 18,143 +1,939 +12%
CCA
183
Clearwater Capital Advisors
Illinois
$1.63M 17,590 -2,343 -12%
Chevy Chase Trust
184
Chevy Chase Trust
Maryland
$1.55M 16,731 -1,910 -10%
AIA
185
Avalon Investment & Advisory
Texas
$1.48M 16,007 – –
LA
186
LVW Advisors
New York
$1.46M 15,848 +15,848 New
SCM
187
Smith Capital Management
Arkansas
$1.45M 15,677 +2,885 +23%
SCP
188
Syntal Capital Partners
Texas
$1.44M 15,562 -40,187 -72%
MIM
189
Moseley Investment Management
Florida
$1.42M 15,410 +559 +4%
Creative Planning
190
Creative Planning
Kansas
$1.41M 15,267 +6,426 +73%
OCM
191
Orser Capital Management
Texas
$1.39M 14,991 -470 -3%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$1.38M 14,967 +14,967 New
FAM
193
Formidable Asset Management
Ohio
$1.37M 14,850 -21,720 -59%
IWM
194
IHT Wealth Management
Illinois
$1.36M 14,696 +14,696 New
WWM
195
Western Wealth Management
Colorado
$1.36M 14,675 +14,675 New
AW
196
ACG Wealth
Georgia
$1.35M 14,570 -1,541 -10%
Mariner
197
Mariner
Kansas
$1.34M 14,526 +3,203 +28%
GIA
198
Gladstone Institutional Advisory
Florida
$1.34M 14,505 +14,505 New
First Trust Advisors
199
First Trust Advisors
Illinois
$1.34M 14,460 +14,460 New
MIM
200
Macroview Investment Management
Maryland
$1.33M 14,370 -197 -1%
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