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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

96 hedge funds and large institutions have $1.29B invested in iShares MSCI USA Quality Factor ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
2.56%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
30
Increased
47
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tanglewood Wealth Management
Texas
$35M
2
Bank of America
2
Bank of America
North Carolina
$80.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.5M
4
FIG
4
FundX Investment Group
California
$20.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$140M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.2M
2
Credit Agricole
2
Credit Agricole
France
$0
3
Jane Street
3
Jane Street
New York
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
CCP
5
Cardan Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$1.81M 27,509 +2,523 +10%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$1.5M 22,795 +10 +0%
VWA
53
V Wealth Advisors
Kansas
$1.24M 18,885 +18,885 New
CAAS
54
Capital Asset Advisory Services
Michigan
$1.16M 17,733 +738 +4%
SPWA
55
SteelBridge Private Wealth Advisors
Florida
$1.14M 17,320 +17,320 New
BCM
56
Barometer Capital Management
Ontario, Canada
$1.1M 16,700 -13,900 -45%
KIA
57
KCM Investment Advisors
California
$994K 15,143 +488 +3%
GT
58
Glenmede Trust
Pennsylvania
$971K 14,810 +10,298 +228%
AW
59
ACG Wealth
Georgia
$950K 14,472 +4,081 +39%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$816K 12,430 +12,430 New
SS
61
Sunbelt Securities
Texas
$786K 11,985 +1,510 +14%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$780K 11,881 -2,891 -20%
Citadel Advisors
63
Citadel Advisors
Florida
$748K 11,401 +11,401 New
ATC
64
Argent Trust Co
Tennessee
$700K 10,665 – –
Brown Advisory
65
Brown Advisory
Maryland
$660K 10,055 +10,055 New
HCP
66
Holt Capital Partners
Texas
$632K 9,630 – –
HWP
67
Hefty Wealth Partners
Indiana
$621K 9,474 -6,779 -42%
FAAS
68
First Allied Advisory Services
California
$613K 9,309 +5,153 +124%
ICAS
69
Investors Capital Advisory Services
Massachusetts
$569K 8,672 +8,672 New
SI
70
SII Investments
Wisconsin
$543K 8,278 +8,278 New
LRPA
71
L. Roy Papp & Associates
Arizona
$533K 8,115 +8,115 New
VFS
72
VSR Financial Services
Kansas
$449K 6,835 -27 -0.4%
SIM
73
Sigma Investment Management
Oregon
$432K 6,585 -3,116 -32%
HighTower Advisors
74
HighTower Advisors
Illinois
$431K 6,978 +118 +2%
TRCT
75
Tower Research Capital (TRC)
New York
$416K 6,336 -2,337 -27%
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