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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

224 hedge funds and large institutions have $3.26B invested in iShares MSCI USA Quality Factor ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5.14%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.6%
New
29
Increased
99
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$256M
2
PI
PFS Investments
Georgia
$68.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$46.3M
4
Bank of America
Bank of America
North Carolina
$197M
5
BCI
Brinker Capital Investments
Pennsylvania
$95.9M

Top Sellers

1
KP
Keel Point
Alabama
$0
2
BFPW
BOK Financial Private Wealth
Colorado
$104M
3
AP
Agilis Partners
Massachusetts
$6.2M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$3.4M +$84.6K +1,013 +3%
Jane Street
77
Jane Street
New York
$3.32M -$1.79M -21,499 -35%
TWA
78
Tillar-Wenstrup Advisors
Ohio
$3.18M +$608K +7,288 +24%
SP
79
Symmetry Partners
Connecticut
$3.09M +$17.9K +214 +0.6%
TFO
80
Tarbox Family Office
California
$2.97M -$223K -2,675 -7%
WIC
81
Woodmont Investment Counsel
Tennessee
$2.97M -$658K -7,883 -18%
BFG
82
Barber Financial Group
Kansas
$2.86M -$25K -300 -0.9%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$2.81M +$2.81M +33,678 New
GHA
84
GW Henssler & Associates
Georgia
$2.74M -$3.74M -44,807 -58%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$2.72M -$26.5K -318 -1%
MWM
86
Merriman Wealth Management
Washington
$2.56M +$2.56M +30,615 New
Citigroup
87
Citigroup
New York
$2.4M – – –
GC
88
Gilbert & Cook
Iowa
$2.39M -$107K -1,282 -4%
BTS
89
BB&T Securities
Virginia
$2.33M +$2.33M +27,909 New
AIP
90
Almanack Investment Partners
Pennsylvania
$2.21M +$1.81M +21,746 +463%
FA
91
FDx Advisors
Illinois
$2.17M +$1.37M +16,433 +171%
LCC
92
Lincoln Capital Corp
Rhode Island
$2.07M +$2.07M +24,844 New
SWP
93
Stratos Wealth Partners
Ohio
$1.94M +$1.84M +22,061 +1,810%
OWM
94
Orgel Wealth Management
Wisconsin
$1.9M +$235K +2,811 +14%
CAS
95
Cue Advisory Services
Arizona
$1.88M +$130K +1,560 +7%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.86M +$936K +11,212 +101%
LWS
97
Lucia Wealth Services
California
$1.84M -$3.9M -46,778 -68%
WB
98
WesBanco Bank
West Virginia
$1.79M +$1.2M +14,384 +204%
MBT
99
Montecito Bank & Trust
California
$1.71M -$61.1K -732 -3%
AFP
100
Ausdal Financial Partners
Iowa
$1.55M +$224K +2,687 +17%
2 3
4
5 6