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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

183 hedge funds and large institutions have $2.67B invested in iShares MSCI USA Quality Factor ETF in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+44
Holders Change %
+31.65%
% of All Funds
4.16%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
65
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$125M
2
Wells Fargo
2
Wells Fargo
California
$105M
3
AA
3
ALPS Advisors
Colorado
$43.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$94.9M
5
UBS Group
5
UBS Group
Switzerland
$76.7M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$26.4M
2
Jane Street
2
Jane Street
New York
$0
3
HI
3
Horizon Investments
North Carolina
$4.75M
4
Bank of America
4
Bank of America
North Carolina
$167M
5
Morgan Stanley
5
Morgan Stanley
New York
$88.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Agilis Partners
Massachusetts
$5.05M +$5.05M +60,925 New
AI
52
Accredited Investors
Minnesota
$5.02M -$881K -10,632 -15%
AIM
53
Advantage Investment Management
Iowa
$4.88M +$182K +2,197 +4%
SFA
54
Stewardship Financial Advisors
Georgia
$4.85M -$66.6K -803 -1%
BRWA
55
B. Riley Wealth Advisors
Florida
$4.76M +$784K +9,458 +20%
HI
56
Horizon Investments
North Carolina
$4.75M -$3.81M -52,090 -45%
GHA
57
GW Henssler & Associates
Georgia
$4.72M +$2.41M +29,077 +104%
IA
58
IFP Advisors
Florida
$4.6M +$1.5M +18,047 +48%
AI
59
Atria Investments
North Carolina
$4.15M -$479K -5,781 -10%
BFG
60
Barber Financial Group
Kansas
$3.84M +$3.84M +46,278 New
AEPG
61
American Economic Planning Group
New Jersey
$3.81M -$11.4K -138 -0.3%
WIC
62
Woodmont Investment Counsel
Tennessee
$3.76M -$128K -1,540 -3%
PCM
63
Price Capital Management
Louisiana
$3.69M +$3.69M +44,528 New
Stifel Financial
64
Stifel Financial
Missouri
$3.65M +$133K +1,610 +4%
RJA
65
Raymond James & Associates
Florida
$3.48M +$813K +9,808 +30%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.39M +$1.27M +15,280 +60%
TFO
67
Tarbox Family Office
California
$3.34M -$392K -4,724 -10%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.23M +$45.8K +552 +1%
SP
69
Symmetry Partners
Connecticut
$3.01M +$59.8K +721 +2%
GWM
70
Geneos Wealth Management
Colorado
$2.97M -$17.8K -215 -0.6%
CAL
71
Capital Advisors Ltd
Ohio
$2.97M +$209K +2,527 +8%
MWM
72
Merriman Wealth Management
Washington
$2.87M -$11.4K -138 -0.4%
FTIOP
73
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.83M +$2.83M +34,164 New
FAM
74
Formidable Asset Management
Ohio
$2.72M +$2.72M +32,789 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$2.71M -$17.6K -212 -0.6%
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3
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