QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

314 hedge funds and large institutions have $4.24B invested in iShares MSCI USA Quality Factor ETF in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 106 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+65
Holders Change %
+26.1%
% of All Funds
7.01%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.09%
New
96
Increased
106
Reduced
85
Closed
30
Calls
$103M
Puts
–
Net Calls
+$103M
Net Calls Change
+$103M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$386M
2
JPG
Jordan Park Group
California
$96.1M
3
KeyBank National Association
KeyBank National Association
Ohio
$96.2M
4
M&T Bank
M&T Bank
New York
$79.1M
5
Wells Fargo
Wells Fargo
California
$134M

Top Sellers

1
HI
Horizon Investments
North Carolina
$66.2M
2
S
Schroders
United Kingdom
$145M
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
PI
PFS Investments
Georgia
$30.8M
5
AA
ALPS Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$7.11M +$473K +6,227 +7%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$6.78M -$460K -5,988 -6%
QFA
78
Quattro Financial Advisors
Texas
$6.57M +$6.57M +82,124 New
TWA
79
Tillar-Wenstrup Advisors
Ohio
$6.57M +$2.32M +30,265 +55%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$6.4M -$8.14M -106,014 -56%
DF
81
Donoghue Forlines
Massachusetts
$6.35M +$6M +78,165 +1,732%
SPL
82
Smart Portfolios LLC
Washington
$6.27M +$6.27M +81,672 New
FAM
83
Formidable Asset Management
Ohio
$6.06M -$1.35M -17,600 -18%
BA
84
Boston Advisors
Massachusetts
$5.9M -$2.75M -35,763 -32%
LFS
85
Lutz Financial Services
Nebraska
$5.88M +$4.94M +64,411 +528%
SPIA
86
Steward Partners Investment Advisory
New York
$5.57M +$1.37M +17,867 +33%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$5.38M -$990K -12,900 -16%
RIG
88
Roosevelt Investment Group
New York
$5.3M +$5.3M +69,084 New
JWM
89
Jackson Wealth Management
Florida
$5.3M +$5.3M +70,892 New
RJA
90
Raymond James & Associates
Florida
$5.19M -$119K -1,551 -2%
DE
91
Day & Ennis
Georgia
$5.17M +$5.17M +67,376 New
RFO
92
RiverGlades Family Offices
Florida
$5.17M +$5.17M +67,376 New
Citadel Advisors
93
Citadel Advisors
Florida
$5.08M +$4.41M +57,438 +653%
SWM
94
Strategic Wealth Management
Washington
$4.88M +$4.88M +63,623 New
VSWA
95
Vontobel Swiss Wealth Advisors
Switzerland
$4.68M -$538K -7,146 -10%
Stifel Financial
96
Stifel Financial
Missouri
$3.98M +$431K +5,613 +12%
CIAS
97
Capital Investment Advisory Services
North Carolina
$3.93M +$817K +10,648 +26%
AP
98
Agilis Partners
Massachusetts
$3.84M -$1.1M -14,372 -22%
BIM
99
Bridges Investment Management
Nebraska
$3.81M -$30.2K -393 -0.8%
CAL
100
Capital Advisors Ltd
Ohio
$3.67M +$301K +3,918 +9%
2 3
4
5 6