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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
+$64.1M
2
WBG
Wharton Business Group
Pennsylvania
+$39.3M
3
BlackRock
BlackRock
New York
+$33.3M
4
Wells Fargo
Wells Fargo
California
+$18.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.95M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.7M
2
AC
Allstate Corporation
Illinois
-$22.7M
3
Bank of America
Bank of America
North Carolina
-$17.9M
4
TWM
Tanglewood Wealth Management
Texas
-$10.4M
5
SGDR
SPX Gestao de Recursos
Brazil
-$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
Baldwin Wealth Partners
Massachusetts
$15K – – –
RWA
127
Ropes Wealth Advisors
Massachusetts
$9K +$9K +125 New
WEC
128
Winslow Evans & Crocker
Massachusetts
$7.28K +$7.28K +100 New
HS
129
Horan Securities
United States
$4K +$4K +59 New
AssetMark Inc
130
AssetMark Inc
California
$1K +$188 +3 +23%
AC
131
Allstate Corporation
Illinois
– -$22.7M -329,165 Closed
SGDR
132
SPX Gestao de Recursos
Brazil
– -$7.96M -115,237 Closed
GC
133
Guggenheim Capital
Illinois
– -$1.52M -21,989 Closed
FTUS
134
Flow Traders U.S.
New York
– -$1.33M -19,230 Closed
HWP
135
Hefty Wealth Partners
Indiana
– -$494K -7,150 Closed
Goldman Sachs
136
Goldman Sachs
New York
– -$384K -5,552 Closed
Northern Trust
137
Northern Trust
Illinois
– -$345K -4,988 Closed
SG Americas Securities
138
SG Americas Securities
New York
– -$194K -2,801 Closed
PFBT
139
Parkside Financial Bank & Trust
Missouri
– -$121K -1,750 Closed
2 3 4 5
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