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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

211 hedge funds and large institutions have $2.65B invested in iShares MSCI USA Quality Factor ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+28
Holders Change %
+15.3%
% of All Funds
4.84%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.53%
New
47
Increased
86
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$82.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$21.8M
3
CMO
Covenant Multifamily Offices
Texas
+$21.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.9M
5
LPL Financial
LPL Financial
California
+$13.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.2M
2
Wells Fargo
Wells Fargo
California
-$47.5M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$39.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$32.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
226
TrueWealth LLC
Georgia
– -$198K -2,393 Closed
CA
227
Calton & Associates
Florida
– -$164K -1,875 Closed
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
– -$119K -1,441 Closed
VIA
229
Vantage Investment Advisors
Pennsylvania
– -$15K -175 Closed
GI
230
Gradient Investments
Minnesota
– -$12K -140 Closed
6 7 8 9
10