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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

249 hedge funds and large institutions have $4.01B invested in iShares MSCI USA Quality Factor ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+25
Holders Change %
+11.16%
% of All Funds
5.7%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.87%
New
39
Increased
122
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$68.4M
2
BlackRock
BlackRock
New York
$169M
3
MLIC
Mandatum Life Insurance Company
Finland
$34.4M
4
CMO
Covenant Multifamily Offices
Texas
$64.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$98M
2
CF
Centaurus Financial
California
$4.88K
3
TA
TMD & Associates
Arizona
$18.1M
4
BFPW
BOK Financial Private Wealth
Colorado
$109M
5
AA
ALPS Advisors
Colorado
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$10.6M +$2.46M +27,176 +30%
PP
52
Palladium Partners
Virginia
$10.6M +$283K +3,126 +3%
BCA
53
Berman Capital Advisors
Georgia
$10.4M +$500K +5,532 +5%
BA
54
Boston Advisors
Massachusetts
$10.2M +$10.2M +112,555 New
Jane Street
55
Jane Street
New York
$9.7M +$6.1M +67,479 +169%
BII
56
Bainco International Investors
Massachusetts
$9.15M -$383K -4,233 -4%
FAM
57
Formidable Asset Management
Ohio
$8.72M +$4.76M +52,662 +120%
AIP
58
Almanack Investment Partners
Pennsylvania
$8.53M +$6.23M +71,842 +272%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$8.52M +$1.36M +15,056 +19%
WDL
60
Well Done LLC
Michigan
$8M -$714K -7,898 -8%
KeyBank National Association
61
KeyBank National Association
Ohio
$7.9M +$7.9M +87,446 New
IA
62
IFP Advisors
Florida
$7.9M +$676K +7,485 +9%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$7.5M +$1.86M +20,554 +33%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$7.5M +$1.06M +11,759 +17%
KP
65
Keel Point
Alabama
$7.22M +$7.22M +79,850 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$6.85M +$203K +2,251 +3%
RJA
67
Raymond James & Associates
Florida
$6.25M +$1.45M +16,022 +30%
HighTower Advisors
68
HighTower Advisors
Illinois
$6.12M -$338K -3,742 -5%
VSWA
69
Vontobel Swiss Wealth Advisors
Switzerland
$6.11M -$899K -10,202 -13%
LFAS
70
Level Four Advisory Services
Texas
$5.97M -$691K -7,647 -10%
AP
71
Agilis Partners
Massachusetts
$5.81M -$898K -9,940 -13%
JIC
72
Johnson Investment Counsel
Ohio
$5.1M +$4.52M +50,056 +789%
SFA
73
Stewardship Financial Advisors
Georgia
$5.06M -$118K -1,301 -2%
TWA
74
Tillar-Wenstrup Advisors
Ohio
$4.99M +$1.56M +17,219 +45%
SPIA
75
Steward Partners Investment Advisory
New York
$4.94M +$4.5M +49,838 +1,035%
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