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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

224 hedge funds and large institutions have $3.26B invested in iShares MSCI USA Quality Factor ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5.14%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.6%
New
29
Increased
99
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$256M
2
PI
PFS Investments
Georgia
$68.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$46.3M
4
Bank of America
Bank of America
North Carolina
$197M
5
BCI
Brinker Capital Investments
Pennsylvania
$95.9M

Top Sellers

1
KP
Keel Point
Alabama
$0
2
BFPW
BOK Financial Private Wealth
Colorado
$104M
3
AP
Agilis Partners
Massachusetts
$6.2M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$25.4M +$295K +3,539 +1%
FFS
27
Founders Financial Securities
Maryland
$25.3M +$20.4M +243,958 +408%
PC
28
Permanens Capital
New York
$24.9M -$48.2K -577 -0.2%
FDCC
29
Foster Dykema Cabot & Co
Massachusetts
$24.7M +$6.28K +73 +0%
US Bancorp
30
US Bancorp
Minnesota
$21.4M -$55.9K -670 -0.3%
BAAM
31
Baker Avenue Asset Management
California
$21.4M +$1.54M +18,443 +8%
TA
32
TMD & Associates
Arizona
$19.6M +$2.53M +30,301 +15%
AG
33
Advisor Group
Arizona
$19.5M +$747K +8,947 +4%
TC
34
Trilogy Capital
California
$19.4M +$1.58M +18,962 +9%
UBS AM
35
UBS AM
Illinois
$18.8M -$384K -4,606 -2%
AI
36
Atria Investments
North Carolina
$17.8M +$12.1M +144,683 +212%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$17.7M +$6.23M +74,595 +54%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$16.6M -$1.29M -15,423 -7%
FFBTD
39
First Financial Bank - Trust Division
Ohio
$16.1M +$1M +12,005 +7%
SCM
40
Stonehearth Capital Management
Massachusetts
$15.5M +$7.01K +84 +0%
TWM
41
Tanglewood Wealth Management
Texas
$14.7M -$115K -1,382 -0.8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$13.9M +$8.01M +95,937 +137%
DLIC
43
Daido Life Insurance Company
Japan
$13.7M +$9.1M +109,107 +198%
TCM
44
TD Capital Management
Tennessee
$12.4M -$3.1M -37,196 -20%
LJAC
45
L.J. Altfest & Co
New York
$10.6M +$10.6M +126,989 New
PP
46
Palladium Partners
Virginia
$9.56M +$252K +3,025 +3%
BCA
47
Berman Capital Advisors
Georgia
$9.12M +$2.46M +29,429 +37%
BII
48
Bainco International Investors
Massachusetts
$8.8M -$2.02M -24,219 -19%
WDL
49
Well Done LLC
Michigan
$8.04M +$810K +9,704 +11%
MML Investors Services
50
MML Investors Services
Massachusetts
$7.56M +$2.38M +28,551 +46%
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