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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 %
FA
101
FDx Advisors
Illinois
$2.49M +$134K +1,478 +6%
BTS
102
BB&T Securities
Virginia
$2.38M -$142K -1,567 -6%
LCC
103
Lincoln Capital Corp
Rhode Island
$2.38M +$130K +1,443 +6%
OWM
104
Orgel Wealth Management
Wisconsin
$2.35M +$294K +3,249 +14%
SWP
105
Stratos Wealth Partners
Ohio
$2.23M +$122K +1,347 +6%
HCP
106
Holt Capital Partners
Texas
$2.09M +$625K +6,920 +43%
CAS
107
Cue Advisory Services
Arizona
$2.06M +$27.1K +300 +1%
Goldman Sachs
108
Goldman Sachs
New York
$2.04M +$1.75M +19,375 +615%
MBT
109
Montecito Bank & Trust
California
$1.83M -$25.8K -285 -1%
UBV
110
United Bank (Virginia)
Virginia
$1.78M +$245K +2,709 +16%
ACM
111
AlphaStar Capital Management
North Carolina
$1.78M +$1.78M +19,740 New
Prudential Financial
112
Prudential Financial
New Jersey
$1.68M +$1.18M +13,108 +240%
VIM
113
Vista Investment Management
Pennsylvania
$1.48M +$288K +3,186 +24%
OCM
114
Orser Capital Management
Texas
$1.45M +$95.9K +1,125 +7%
AW
115
ACG Wealth
Georgia
$1.44M +$8.77K +97 +0.6%
WCG
116
Wall Capital Group
Arizona
$1.4M -$244K -2,701 -15%
LWS
117
Lucia Wealth Services
California
$1.35M -$644K -7,123 -32%
PWM
118
Paulson Wealth Management
Illinois
$1.32M -$31.3K -372 -2%
CAAS
119
Capital Asset Advisory Services
Michigan
$1.24M +$54.3K +601 +5%
PAG
120
Private Advisor Group
New Jersey
$1.19M -$40.5K -448 -3%
PC
121
Palo Capital
California
$1.18M +$171K +1,887 +17%
KIA
122
KCM Investment Advisors
California
$1.13M -$114K -1,258 -9%
Citigroup
123
Citigroup
New York
$1.13M -$1.47M -16,298 -57%
OC
124
Oppenheimer & Co
New York
$1.11M +$140K +1,550 +14%
FAAS
125
First Allied Advisory Services
California
$1.1M -$188K -2,075 -15%
3 4
5
6 7