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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

134 hedge funds and large institutions have $1.81B invested in iShares MSCI USA Quality Factor ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
3.35%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
19
Increased
63
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$417M
2
Wells Fargo
2
Wells Fargo
California
$46.9M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$17.9M
4
UBS AM
4
UBS AM
Illinois
$13.9M
5
ACA
5
Ackerman Capital Advisors
Texas
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$89.3M
3
SFA
3
Sequoia Financial Advisors
Ohio
$5.31M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.21M
5
SIM
5
SSI Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47K 632 -827 -57%
VWA
127
V Wealth Advisors
Kansas
$42K 558 -2,630 -82%
OC
128
Oakworth Capital
Alabama
$40K 533 – –
GEA
129
Glen Eagle Advisors
New Jersey
$26K 350 – –
SEI Investments
130
SEI Investments
Pennsylvania
$23K 308 +308 New
BWP
131
Baldwin Wealth Partners
Massachusetts
$15K 205 – –
WEC
132
Winslow Evans & Crocker
Massachusetts
$7.44K 100 – –
HS
133
Horan Securities
United States
$4K 59 – –
SIM
134
SSI Investment Management
California
– – -31,192 Closed
EAMA
135
EFG Asset Management (Americas)
Florida
– – -21,437 Closed
CWM
136
Concert Wealth Management
California
– – -16,590 Closed
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
– – -14,560 Closed
FA
138
FMA Advisory
Pennsylvania
– – -14,191 Closed
PAG
139
Private Advisory Group
Washington
– – -10,948 Closed
CG
140
CFO4Life Group
Texas
– – -9,416 Closed
Millennium Management
141
Millennium Management
New York
– – -3,405 Closed
QFA
142
Quattro Financial Advisors
Texas
– – -1,500 Closed
WAM
143
Wealthspire Advisors (Maryland)
Maryland
– – -495 Closed
ADL
144
Asset Dedication LLC
California
– – -385 Closed
HA
145
Harfst & Associates
Wyoming
– – -234 Closed
RWA
146
Ropes Wealth Advisors
Massachusetts
– – -125 Closed
AssetMark Inc
147
AssetMark Inc
California
– – -16 Closed
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$0 1 – –
2 3 4 5
6