QUAL icon

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 %
Jane Street
51
Jane Street
New York
$3.43M 46,130 -4,140 -8%
Stifel Financial
52
Stifel Financial
Missouri
$3.19M 42,947 -22,634 -35%
AEPG
53
American Economic Planning Group
New Jersey
$3.15M 42,315 +664 +2%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$3.1M 41,727 +17,345 +71%
IA
55
IFP Advisors
Florida
$2.73M 36,727 +2,787 +8%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.68M 35,974 +9,514 +36%
SP
57
Symmetry Partners
Connecticut
$2.66M 35,770 -1,291 -3%
MWM
58
Merriman Wealth Management
Washington
$2.58M 34,731 -141 -0.4%
GWM
59
Geneos Wealth Management
Colorado
$2.54M 34,206 -1,733 -5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.5M 33,627 +33,627 New
CAL
61
Capital Advisors Ltd
Ohio
$2.29M 30,796 +4,283 +16%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.15M 28,897 +28,897 New
Citigroup
63
Citigroup
New York
$2.09M 28,065 +27,715 +7,919%
MBT
64
Montecito Bank & Trust
California
$2.03M 27,246 -9,195 -25%
GHA
65
GW Henssler & Associates
Georgia
$1.93M 25,898 +1,407 +6%
KIC
66
Keating Investment Counselors
Florida
$1.89M 25,465 -1,380 -5%
BRWA
67
B. Riley Wealth Advisors
Florida
$1.79M 24,092 +12,730 +112%
RJA
68
Raymond James & Associates
Florida
$1.6M 21,516 +11,776 +121%
SIA
69
Spruce Investment Advisors
Connecticut
$1.59M 21,355 +21,355 New
GS
70
Girard Securities
California
$1.44M 19,396 +9,292 +92%
SPWA
71
SteelBridge Private Wealth Advisors
Florida
$1.34M 17,990 – –
CCMG
72
Clark Capital Management Group
Pennsylvania
$1.19M 16,003 -1,629 -9%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$1.17M 15,681 +1,937 +14%
CAAS
74
Capital Asset Advisory Services
Michigan
$1.14M 15,344 – –
AW
75
ACG Wealth
Georgia
$1.13M 15,148 -100 -0.7%
1 2
3
4 5