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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

134 hedge funds and large institutions have $1.81B invested in iShares MSCI USA Quality Factor ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
3.35%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
19
Increased
63
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$417M
2
Wells Fargo
2
Wells Fargo
California
$46.9M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$17.9M
4
UBS AM
4
UBS AM
Illinois
$13.9M
5
ACA
5
Ackerman Capital Advisors
Texas
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$89.3M
3
SFA
3
Sequoia Financial Advisors
Ohio
$5.31M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.21M
5
SIM
5
SSI Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$14.2M 191,261 +1,858 +1%
TWM
27
Tanglewood Wealth Management
Texas
$14.1M 190,133 -581 -0.3%
BII
28
Bainco International Investors
Massachusetts
$14.1M 190,048 +4,088 +2%
UBS AM
29
UBS AM
Illinois
$13.9M 187,071 +172,141 +1,153%
AG
30
Advisor Group
Arizona
$13M 174,756 +12,237 +8%
ACA
31
Ackerman Capital Advisors
Texas
$12.7M 171,284 +171,284 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$12.6M 169,668 -24,492 -13%
FFBTD
33
First Financial Bank - Trust Division
Ohio
$12.2M 164,437 -1,432 -0.9%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$10.2M 137,118 +7,460 +6%
AIM
35
Advantage Investment Management
Iowa
$8.03M 107,963 +5,727 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.91M 106,299 +8,832 +9%
HI
37
Horizon Investments
North Carolina
$7.86M 107,415 +4,255 +4%
WDL
38
Well Done LLC
Michigan
$6.82M 91,668 +276 +0.3%
LPL Financial
39
LPL Financial
California
$6.42M 86,298 -14,903 -15%
TFO
40
Tarbox Family Office
California
$6.36M 85,541 -7,055 -8%
HighTower Advisors
41
HighTower Advisors
Illinois
$6.31M 84,921 +72,208 +568%
VSWA
42
Vontobel Swiss Wealth Advisors
Switzerland
$5.84M 78,467 -665 -0.8%
SFA
43
Sequoia Financial Advisors
Ohio
$5.31M 71,361 -80,173 -53%
FFS
44
Founders Financial Securities
Maryland
$5.21M 70,021 +1,803 +3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$5.21M 69,999 -34,170 -33%
VWM
46
Venturi Wealth Management
Texas
$4.7M 63,124 +574 +0.9%
SFA
47
Stewardship Financial Advisors
Georgia
$4.5M 60,503 -22,692 -27%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$4.01M 53,968 +46,462 +619%
AI
49
Atria Investments
North Carolina
$3.83M 51,555 +6,733 +15%
WIC
50
Woodmont Investment Counsel
Tennessee
$3.53M 47,437 +47,437 New
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