QUAL icon

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 %
HCP
76
Holt Capital Partners
Texas
$1.19M 15,415 +3,335 +28%
CAAS
77
Capital Asset Advisory Services
Michigan
$1.18M 15,344 – –
AW
78
ACG Wealth
Georgia
$1.11M 14,334 -814 -5%
CAG
79
Csenge Advisory Group
Florida
$1.06M 13,680 +13,680 New
KIA
80
KCM Investment Advisors
California
$1.04M 13,506 +11 +0.1%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$1.04M 13,455 -101 -0.7%
GA
82
Geller Advisors
New York
$1.03M 13,344 – –
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.03M 13,311 +508 +4%
TSS
84
Two Sigma Securities
New York
$958K 12,420 +12,420 New
FA
85
FDx Advisors
Illinois
$939K 12,172 +9,157 +304%
APP
86
Avantax Planning Partners
Iowa
$919K 11,916 +11,916 New
JG
87
Jefferies Group
New York
$785K 10,182 +4,099 +67%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$734K 9,512 +1,800 +23%
PFS
89
Prospera Financial Services
Texas
$726K 9,314 +114 +1%
PAG
90
Private Advisor Group
New Jersey
$711K 9,127 +3,800 +71%
Brown Advisory
91
Brown Advisory
Maryland
$704K 9,130 -697 -7%
FA
92
FMA Advisory
Pennsylvania
$700K 9,083 +9,083 New
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$672K 8,711 +1,495 +21%
SI
94
SII Investments
Wisconsin
$652K 8,453 +1,500 +22%
DRS
95
Deane Retirement Strategies
Louisiana
$645K 8,365 -195 -2%
CWM
96
Cabot Wealth Management
Massachusetts
$590K 7,643 -5,596 -42%
Goldman Sachs
97
Goldman Sachs
New York
$572K 7,415 +7,415 New
WS
98
Wedbush Securities
California
$561K 7,268 +387 +6%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$540K 7,001 +79 +1%
ATC
100
Argent Trust Co
Tennessee
$508K 6,580 -314 -5%
2 3
4
5 6