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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 %
MFW
201
Mosaic Family Wealth
Missouri
$954K 10,433 +5,765 +124%
MMA
202
Miracle Mile Advisors
California
$950K 10,382 -536 -5%
CAAS
203
Capital Asset Advisory Services
Michigan
$931K 10,176 +10,176 New
OAM
204
Oppenheimer Asset Management
New York
$904K 9,884 +9,884 New
KA
205
Kovack Advisors
Florida
$900K 9,842 +1,667 +20%
KFP
206
Keystone Financial Planning
Ohio
$893K 9,759 +224 +2%
WSFS
207
Wilmington Savings Fund Society
Delaware
$889K 9,717 +1,029 +12%
AI
208
Atria Investments
North Carolina
$869K 9,676 -82,314 -89%
Brown Advisory
209
Brown Advisory
Maryland
$862K 9,426 -566 -6%
FHA
210
Flagship Harbor Advisors
Massachusetts
$860K 9,402 +162 +2%
CBFP
211
Cedar Brook Financial Partners
Ohio
$853K 9,331 +276 +3%
WI
212
Wintrust Investments
Illinois
$837K 9,149 -107 -1%
ATC
213
Argent Trust Co
Tennessee
$822K 8,980 -39 -0.4%
AWM
214
Alterna Wealth Management
Texas
$822K 8,990 +8,990 New
Creative Planning
215
Creative Planning
Kansas
$809K 8,841 +4,904 +125%
PAMG
216
Patton Albertson Miller Group
Tennessee
$783K 8,643 +8,643 New
CFD
217
Creative Financial Designs
Indiana
$772K 8,333 +6,381 +327%
SC
218
Scotia Capital
Ontario, Canada
$756K 8,260 +739 +10%
Truist Financial
219
Truist Financial
North Carolina
$733K 8,012 +218 +3%
CAN
220
Cetera Advisor Networks
California
$733K 7,984 +4,485 +128%
PWM
221
Paulson Wealth Management
Illinois
$723K 7,737 -2,861 -27%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$704K 7,700 +3,600 +88%
FA
223
FMA Advisory
Pennsylvania
$676K 7,394 -553 -7%
CWM
224
Cornerstone Wealth Management
Missouri
$665K 7,287 -299 -4%
CAM
225
Concorde Asset Management
Michigan
$654K 7,148 +7,148 New
7 8
9
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