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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

183 hedge funds and large institutions have $2.67B invested in iShares MSCI USA Quality Factor ETF in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
183
Holders Change
+44
Holders Change %
+31.65%
% of All Funds
4.16%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
65
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$125M
2
Wells Fargo
2
Wells Fargo
California
$105M
3
AA
3
ALPS Advisors
Colorado
$43.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$94.9M
5
UBS Group
5
UBS Group
Switzerland
$76.7M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$26.4M
2
Jane Street
2
Jane Street
New York
$0
3
HI
3
Horizon Investments
North Carolina
$4.75M
4
Bank of America
4
Bank of America
North Carolina
$167M
5
Morgan Stanley
5
Morgan Stanley
New York
$88.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
101
Orgel Wealth Management
Wisconsin
$1.09M +$777K +9,376 +249%
IWC
102
Integrated Wealth Concepts
Massachusetts
$1.09M +$1.09M +12,732 New
VIM
103
Vista Investment Management
Pennsylvania
$1.04M +$1.04M +12,559 New
TRCT
104
Tower Research Capital (TRC)
New York
$862K +$862K +10,404 New
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$853K +$347K +4,188 +69%
PAG
106
Private Advisor Group
New Jersey
$843K +$73K +865 +9%
JG
107
Jefferies Group
New York
$820K -$24.1K -291 -3%
FA
108
FMA Advisory
Pennsylvania
$816K +$63.1K +761 +8%
OC
109
Oppenheimer & Co
New York
$799K +$253K +3,050 +46%
Brown Advisory
110
Brown Advisory
Maryland
$757K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$732K +$151K +1,827 +26%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$731K -$57.2K -690 -7%
PS
113
Portfolio Strategies
New York
$712K +$712K +8,593 New
DRS
114
Deane Retirement Strategies
Louisiana
$693K – – –
FHA
115
Flagship Harbor Advisors
Massachusetts
$628K +$123K +1,443 +24%
SG Americas Securities
116
SG Americas Securities
New York
$619K +$619K +7,467 New
WS
117
Wedbush Securities
California
$604K +$1.33K +16 +0.2%
Mariner
118
Mariner
Kansas
$600K +$600K +7,242 New
ASN
119
Advisory Services Network
Georgia
$599K +$337K +4,058 +128%
MSA
120
Marino Stram & Associates
Massachusetts
$582K +$582K +7,021 New
CWM
121
Cabot Wealth Management
Massachusetts
$576K -$58.1K -700 -9%
WLIM
122
White Lighthouse Investment Management
Massachusetts
$513K +$513K +6,184 New
PAI
123
Pittenger & Anderson Inc
Nebraska
$490K +$23.4K +282 +5%
EVM
124
Eaton Vance Management
Massachusetts
$430K +$22.8K +275 +6%
FEG
125
Financial Enhancement Group
Indiana
$430K +$89.9K +1,084 +26%
3 4
5
6 7