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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

139 hedge funds and large institutions have $2.24B invested in iShares MSCI USA Quality Factor ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.47%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.45%
New
18
Increased
69
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
1
Schroders
United Kingdom
$230M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$27.5M
5
AG
5
Advisor Group
Arizona
$34.1M

Top Sellers

1
AI
1
Accredited Investors
Minnesota
$5.49M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$7.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$84.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
AIM
5
Advantage Investment Management
Iowa
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$4.17M 54,052 +25,155 +87%
BRWA
52
B. Riley Wealth Advisors
Florida
$3.7M 47,992 +23,900 +99%
WIC
53
Woodmont Investment Counsel
Tennessee
$3.62M 46,858 -579 -1%
AEPG
54
American Economic Planning Group
New Jersey
$3.56M 46,141 +3,826 +9%
TFO
55
Tarbox Family Office
California
$3.47M 45,039 -40,502 -47%
Stifel Financial
56
Stifel Financial
Missouri
$3.27M 42,443 -504 -1%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$2.96M 38,379 +2,405 +7%
IA
58
IFP Advisors
Florida
$2.89M 37,428 +701 +2%
GWM
59
Geneos Wealth Management
Colorado
$2.78M 36,095 +1,889 +6%
SP
60
Symmetry Partners
Connecticut
$2.74M 35,576 -194 -0.5%
MWM
61
Merriman Wealth Management
Washington
$2.68M 34,777 +46 +0.1%
CAL
62
Capital Advisors Ltd
Ohio
$2.57M 33,290 +2,494 +8%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.54M 32,903 -724 -2%
RJA
64
Raymond James & Associates
Florida
$2.49M 32,223 +10,707 +50%
HCA
65
Heck Capital Advisors
Wisconsin
$2.26M 29,259 +29,259 New
Citigroup
66
Citigroup
New York
$2.17M 28,068 +3 +0%
GHA
67
GW Henssler & Associates
Georgia
$2.15M 27,835 +1,937 +7%
MBT
68
Montecito Bank & Trust
California
$1.98M 25,634 -1,612 -6%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.98M 25,597 -28,371 -53%
KIC
70
Keating Investment Counselors
Florida
$1.96M 25,365 -100 -0.4%
FCAG
71
First Capital Advisors Group
New Jersey
$1.92M 24,901 +13,607 +120%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1.91M 24,770 +23,885 +2,699%
GS
73
Girard Securities
California
$1.54M 19,958 +562 +3%
FAAS
74
First Allied Advisory Services
California
$1.49M 19,369 +10,689 +123%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.21M 15,740 +59 +0.4%
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