QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

119 hedge funds and large institutions have $1.51B invested in iShares MSCI USA Quality Factor ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.98%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.48%
New
18
Increased
52
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$289M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
PC
3
Permanens Capital
New York
$21.5M
4
UBS Group
4
UBS Group
Switzerland
$43.1M
5
AWE
5
Avidian Wealth Enterprises
Texas
$14.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$23.4M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$80.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$99M
4
AC
4
Allstate Corporation
Illinois
$22.7M
5
Wells Fargo
5
Wells Fargo
California
$6.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BT
51
Beacon Trust
New Jersey
$2.94M 42,572 -22,472 -35%
AG
52
Advisor Group
Arizona
$2.85M 41,176 -106,042 -72%
MBT
53
Montecito Bank & Trust
California
$2.61M 37,820 -29,757 -44%
MWM
54
Merriman Wealth Management
Washington
$2.36M 34,213 +34,213 New
IA
55
IFP Advisors
Florida
$1.96M 28,307 +19,143 +209%
CAL
56
Capital Advisors Ltd
Ohio
$1.72M 24,880 +8,659 +53%
SP
57
Symmetry Partners
Connecticut
$1.69M 24,438 +24,438 New
GC
58
Guggenheim Capital
Illinois
$1.52M 21,989 +21,989 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$1.43M 20,722 +4,615 +29%
CCMG
60
Clark Capital Management Group
Pennsylvania
$1.39M 20,092 -3,221 -14%
VWA
61
V Wealth Advisors
Kansas
$1.36M 19,719 +911 +5%
MFS
62
MSI Financial Services
Massachusetts
$1.33M 19,285 +12,898 +202%
FTUS
63
Flow Traders U.S.
New York
$1.33M 19,230 +18,662 +3,286%
SPWA
64
SteelBridge Private Wealth Advisors
Florida
$1.26M 17,990 +10,250 +132%
CAAS
65
Capital Asset Advisory Services
Michigan
$1.16M 16,739 – –
KIA
66
KCM Investment Advisors
California
$1.06M 15,264 +220 +1%
AW
67
ACG Wealth
Georgia
$1.02M 14,780 +827 +6%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$1.01M 14,560 -5,895 -29%
UBS AM
69
UBS AM
Illinois
$986K 14,274 +14,274 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$924K 13,371 +126 +1%
C
71
CFO4Life
Texas
$895K 12,953 -65,365 -83%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$893K 12,930 +151 +1%
SS
73
Sunbelt Securities
Texas
$841K 12,172 +63 +0.5%
HighTower Advisors
74
HighTower Advisors
Illinois
$805K 11,642 +133 +1%
HCP
75
Holt Capital Partners
Texas
$752K 10,890 +575 +6%
1 2
3
4 5