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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 %
CCMG
76
Clark Capital Management Group
Pennsylvania
$4.73M -$167K -1,847 -3%
VWM
77
Venturi Wealth Management
Texas
$4.59M -$51.8K -571 -1%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$4.55M +$210K +2,325 +5%
BIM
79
Bridges Investment Management
Nebraska
$4.52M +$63.3K +701 +1%
MAP
80
Milestone Advisory Partners
North Carolina
$4.52M +$4.52M +49,997 New
Stifel Financial
81
Stifel Financial
Missouri
$4.18M +$34.4K +381 +0.8%
FCAG
82
First Capital Advisors Group
New Jersey
$4.17M +$115K +1,274 +3%
CAL
83
Capital Advisors Ltd
Ohio
$3.97M +$287K +3,175 +8%
GWM
84
Geneos Wealth Management
Colorado
$3.77M -$54.7K -605 -1%
BRWA
85
B. Riley Wealth Advisors
Florida
$3.69M +$9.49K +105 +0.3%
CIAS
86
Capital Investment Advisory Services
North Carolina
$3.67M +$3.67M +40,558 New
CF
87
Copperwynd Financial
Arizona
$3.5M +$3.5M +38,748 New
BCMO
88
Buckingham Capital Management (Ohio)
Ohio
$3.47M +$429K +4,743 +14%
BFG
89
Barber Financial Group
Kansas
$3.35M +$251K +2,782 +8%
SP
90
Symmetry Partners
Connecticut
$3.26M -$91.4K -1,011 -3%
TFO
91
Tarbox Family Office
California
$3.18M -$39.1K -433 -1%
Two Sigma Investments
92
Two Sigma Investments
New York
$3.15M +$3.15M +34,800 New
GHA
93
GW Henssler & Associates
Georgia
$3.12M +$156K +1,730 +5%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$3.1M +$146K +1,607 +5%
WIC
95
Woodmont Investment Counsel
Tennessee
$2.92M -$296K -3,278 -9%
WB
96
WesBanco Bank
West Virginia
$2.8M +$866K +9,584 +45%
MWM
97
Merriman Wealth Management
Washington
$2.8M +$30.3K +335 +1%
QI
98
QS Investors
New York
$2.77M +$2.76M +31,210 +42,753%
AFP
99
Ausdal Financial Partners
Iowa
$2.61M +$933K +10,320 +56%
GC
100
Gilbert & Cook
Iowa
$2.53M -$59.2K -655 -2%
2 3
4
5 6