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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 %
Northern Trust
201
Northern Trust
Illinois
$1.32M 14,315 -2,240 -14%
PAI
202
Pittenger & Anderson Inc
Nebraska
$1.27M 13,739 +2,317 +20%
EVM
203
Eaton Vance Management
Massachusetts
$1.25M 13,475 +2,851 +27%
NFG
204
Next Financial Group
Texas
$1.23M 13,298 +2,643 +25%
BB
205
Busey Bank
Illinois
$1.22M 13,201 +13,201 New
AFP
206
Ausdal Financial Partners
Iowa
$1.17M 12,688 -6,851 -35%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$1.16M 12,582 +1,168 +10%
BSW
208
Buckingham Strategic Wealth
Missouri
$1.16M 12,557 -844 -6%
MFW
209
Mosaic Family Wealth
Missouri
$1.13M 12,187 +1,754 +17%
RCS
210
Retirement Capital Strategies
California
$1.12M 12,087 -48,665 -80%
OAM
211
Oppenheimer Asset Management
New York
$1.1M 11,866 +1,982 +20%
TRCT
212
Tower Research Capital (TRC)
New York
$1.09M 11,767 +11,467 +3,822%
MSA
213
Marino Stram & Associates
Massachusetts
$1.08M 11,631 +233 +2%
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$1.07M 11,600 +3,900 +51%
CAAS
215
Capital Asset Advisory Services
Michigan
$1.07M 11,571 +1,395 +14%
CW
216
CreativeOne Wealth
Kansas
$1.07M 11,559 -9,660 -46%
GM
217
GeoWealth Management
Illinois
$1.07M 11,559 +11,559 New
S
218
Schroders
United Kingdom
$1.05M 11,400 – –
EPA
219
Element Pointe Advisors
Florida
$1.04M 11,303 +225 +2%
FI
220
Financial Insights
Washington
$1.03M 11,183 – –
MMA
221
Miracle Mile Advisors
California
$1.02M 11,083 +701 +7%
PAMG
222
Patton Albertson Miller Group
Tennessee
$1.01M 10,927 +2,284 +26%
WI
223
Wintrust Investments
Illinois
$1.01M 10,890 +1,741 +19%
ATC
224
Argent Trust Co
Tennessee
$997K 10,790 +1,810 +20%
CAN
225
Cetera Advisor Networks
California
$996K 10,761 +2,777 +35%
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