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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

249 hedge funds and large institutions have $4.01B invested in iShares MSCI USA Quality Factor ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+25
Holders Change %
+11.16%
% of All Funds
5.7%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.87%
New
39
Increased
122
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$68.4M
2
BlackRock
BlackRock
New York
$169M
3
MLIC
Mandatum Life Insurance Company
Finland
$34.4M
4
CMO
Covenant Multifamily Offices
Texas
$64.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$98M
2
CF
Centaurus Financial
California
$4.88K
3
TA
TMD & Associates
Arizona
$18.1M
4
BFPW
BOK Financial Private Wealth
Colorado
$109M
5
AA
ALPS Advisors
Colorado
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
226
Glen Eagle Advisors
New Jersey
$33.9K – – –
AWM
227
Aevitas Wealth Management
Massachusetts
$32K – – –
AAP
228
Arax Advisory Partners
Colorado
$30K +$30K +333 New
AF
229
Advisornet Financial
Minnesota
$29K -$8.03K -90 -22%
AIM
230
Advantage Investment Management
Iowa
$28K -$210K -2,336 -88%
CFG
231
Citizens Financial Group
Rhode Island
$28K +$28K +314 New
JGIA
232
Jackson Grant Investment Advisers
Connecticut
$23K +$91 +1 +0.4%
ONST
233
Old North State Trust
North Carolina
$23K +$23K +262 New
SF
234
Synovus Financial
Georgia
$20K – – –
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$19K +$5.43K +60 +40%
GI
236
Gradient Investments
Minnesota
$17K +$17K +192 New
CAC
237
Certified Advisory Corp
Florida
$13K -$38.4K -416 -75%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$11.3K – – –
FGAM
239
Financial Gravity Asset Management
Texas
$11K – – –
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$10.2K +$5.15K +57 +102%
WEC
241
Winslow Evans & Crocker
Massachusetts
$10K – – –
ADL
242
Asset Dedication LLC
California
$10K +$10K +114 New
William Blair & Company
243
William Blair & Company
Illinois
$9K – – –
KTC
244
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
HS
245
Horan Securities
United States
$5K – – –
IFAM
246
Institutional & Family Asset Management
Colorado
$5K – – –
CF
247
Centaurus Financial
California
$4.88K -$4.56M -50,455 -100%
TVWM
248
Tower View Wealth Management
Wisconsin
$3K +$3K +34 New
FRA
249
Front Row Advisors
California
$4 – – –
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
– -$1.86M -22,314 Closed
7 8 9
10
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