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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

131 hedge funds and large institutions have $1.66B invested in iShares MSCI USA Quality Factor ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
3.27%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
25
Increased
49
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$368M
2
WBG
Wharton Business Group
Pennsylvania
$39.3M
3
BlackRock
BlackRock
New York
$41.8M
4
Wells Fargo
Wells Fargo
California
$25.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$9.44M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$987K
2
AC
Allstate Corporation
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$161M
4
TWM
Tanglewood Wealth Management
Texas
$13.9M
5
SGDR
SPX Gestao de Recursos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
101
Financial Enhancement Group
Indiana
$305K – – –
JIC
102
Johnson Investment Counsel
Ohio
$291K – – –
Millennium Management
103
Millennium Management
New York
$248K -$423K -5,802 -63%
VWA
104
V Wealth Advisors
Kansas
$231K -$1.2M -16,531 -84%
OWM
105
Orgel Wealth Management
Wisconsin
$219K +$219K +2,998 New
NPC
106
National Planning Corporation
California
$218K -$10.2K -141 -4%
VC
107
Vicus Capital
Pennsylvania
$210K -$67.7K -929 -24%
GT
108
Glenmede Trust
Pennsylvania
$203K -$529K -7,305 -72%
PAI
109
Pittenger & Anderson Inc
Nebraska
$203K +$120K +1,643 +144%
TRCT
110
Tower Research Capital (TRC)
New York
$131K +$128K +1,758 +3,907%
QFA
111
Quattro Financial Advisors
Texas
$109K +$109K +1,500 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106K -$338K -4,653 -76%
CFA
113
Carroll Financial Associates
North Carolina
$98K +$10.5K +144 +12%
PA
114
Parallel Advisors
California
$97K +$86K +1,175 +783%
GRP
115
Global Retirement Partners
California
$96K – – –
Creative Planning
116
Creative Planning
Kansas
$86K +$21.1K +291 +33%
NFG
117
Next Financial Group
Texas
$56K -$149K -2,023 -73%
ASN
118
Advisory Services Network
Georgia
$47K +$47K +645 New
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$45K +$45K +617 New
OC
120
Oakworth Capital
Alabama
$39K +$39K +533 New
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$36K +$36K +495 New
ADL
122
Asset Dedication LLC
California
$28K +$28K +385 New
GEA
123
Glen Eagle Advisors
New Jersey
$25.5K +$10.9K +150 +75%
Citigroup
124
Citigroup
New York
$25K – – –
HA
125
Harfst & Associates
Wyoming
$17K +$17K +234 New
2 3 4
5
6