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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.

New
Increased
Maintained
Reduced
Closed
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 %
LA
151
LexAurum Advisors
Kansas
$212K +$212K +2,462 New
HCIA
152
Hochman Cole Investment Advisors
Illinois
$208K +$208K +2,505 New
BEAM
153
Baker Ellis Asset Management
Washington
$207K – – –
HB
154
Homrich & Berg
Georgia
$207K +$207K +2,500 New
RBCM
155
Raub Brock Capital Management
California
$204K +$204K +2,466 New
TL
156
TrueWealth LLC
Georgia
$198K +$198K +2,393 New
MFW
157
Mosaic Family Wealth
Missouri
$175K +$175K +2,112 New
CA
158
Calton & Associates
Florida
$164K +$164K +1,875 New
PA
159
Parallel Advisors
California
$161K +$83 +1 +0.1%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$119K +$119K +1,441 New
GRP
161
Global Retirement Partners
California
$109K – – –
BWP
162
Baldwin Wealth Partners
Massachusetts
$105K +$83.1K +1,000 +379%
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$78K -$1.22M -14,796 -94%
SWP
164
Stratos Wealth Partners
Ohio
$72K +$72K +863 New
CAC
165
Certified Advisory Corp
Florida
$46K +$46K +557 New
AF
166
Advisornet Financial
Minnesota
$45K +$45K +538 New
OC
167
Oakworth Capital
Alabama
$44K – – –
WCG
168
Wall Capital Group
Arizona
$39K – – –
CHP
169
Cable Hill Partners
Oregon
$34K – – –
AWM
170
Aevitas Wealth Management
Massachusetts
$30K +$30K +356 New
GEA
171
Glen Eagle Advisors
New Jersey
$29K – – –
AWE
172
Avidian Wealth Enterprises
Texas
$25.9K +$413 +4,978 +2%
HNB
173
Huntington National Bank
Ohio
$22K -$106K – –
BWM
174
Baystate Wealth Management
Massachusetts
$15K +$15K +174 New
VIA
175
Vantage Investment Advisors
Pennsylvania
$15K +$15K +175 New
4 5 6
7
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