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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

139 hedge funds and large institutions have $2.24B invested in iShares MSCI USA Quality Factor ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.47%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.45%
New
18
Increased
69
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
1
Schroders
United Kingdom
$230M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.2M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$27.5M
5
AG
5
Advisor Group
Arizona
$34.1M

Top Sellers

1
AI
1
Accredited Investors
Minnesota
$5.49M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$7.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$84.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
AIM
5
Advantage Investment Management
Iowa
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$181K 2,300 -115 -5%
PA
127
Parallel Advisors
California
$155K 1,939 +58 +3%
HNB
128
Huntington National Bank
Ohio
– – – –
GRP
129
Global Retirement Partners
California
$102K 1,316 – –
Barclays
130
Barclays
United Kingdom
$100K 1,300 +1,300 New
MIFH
131
Migdal Insurance & Financial Holdings
Israel
$51K 663 – –
OC
132
Oakworth Capital
Alabama
$40K 533 – –
BF
133
BOK Financial
Oklahoma
$39K 500 +500 New
WCG
134
Wall Capital Group
Arizona
$37K 476 -6,492 -93%
CHP
135
Cable Hill Partners
Oregon
$31K 400 +400 New
GEA
136
Glen Eagle Advisors
New Jersey
$27K 350 – –
BWP
137
Baldwin Wealth Partners
Massachusetts
$20K 264 +59 +29%
WEC
138
Winslow Evans & Crocker
Massachusetts
$7.71K 100 – –
HS
139
Horan Securities
United States
$5K 59 – –
SFA
140
Sequoia Financial Advisors
Ohio
– – -71,361 Closed
SIA
141
Spruce Investment Advisors
Connecticut
– – -21,355 Closed
SPWA
142
SteelBridge Private Wealth Advisors
Florida
– – -17,990 Closed
SS
143
Sunbelt Securities
Texas
– – -9,414 Closed
HT
144
HighTower Trust
Texas
– – -4,678 Closed
SIM
145
Sigma Investment Management
Oregon
– – -3,944 Closed
SM
146
Sciencast Management
New Jersey
– – -2,850 Closed
Comerica Bank
147
Comerica Bank
Texas
– – -2,707 Closed
TRCT
148
Tower Research Capital (TRC)
New York
– – -1,667 Closed
Creative Planning
149
Creative Planning
Kansas
– – -1,208 Closed
VWA
150
V Wealth Advisors
Kansas
– – -558 Closed
3 4 5
6
7