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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
176
Fortis Advisors
Pennsylvania
$399K +$1.81K +20 +0.5%
MFW
177
Mosaic Family Wealth
Missouri
$390K +$212K +2,525 +120%
PAS
178
Park Avenue Securities
New York
$386K -$42.2K -466 -10%
SPC
179
Sigma Planning Corp
Michigan
$381K +$381K +4,213 New
SFA
180
Sequoia Financial Advisors
Ohio
$371K +$371K +4,105 New
GP
181
Geneva Partners
Wisconsin
$361K – – –
DWM
182
Darwin Wealth Management
Florida
$359K +$11.8K +131 +3%
HCIA
183
Hochman Cole Investment Advisors
Illinois
$354K +$63.8K +706 +22%
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352K +$14.7K +163 +4%
ASN
185
Advisory Services Network
Georgia
$312K +$26.7K +295 +9%
PAS
186
Partnervest Advisory Services
California
$311K +$81.3K +900 +35%
BF
187
BOK Financial
Oklahoma
$293K -$197K -2,185 -40%
RBCM
188
Raub Brock Capital Management
California
$291K +$90 +1 +0%
Creative Planning
189
Creative Planning
Kansas
$290K -$49.2K -545 -15%
Comerica Bank
190
Comerica Bank
Texas
$288K +$25.2K +299 +10%
SG Americas Securities
191
SG Americas Securities
New York
$287K -$607K -6,714 -68%
DWM
192
Dakota Wealth Management
Florida
$260K +$260K +2,878 New
GLA
193
Good Life Advisors
Pennsylvania
$256K +$256K +2,830 New
PCM
194
Parsons Capital Management
Rhode Island
$253K +$253K +2,805 New
BIA
195
BHK Investment Advisors
Alabama
$250K +$250K +2,765 New
AI
196
Accredited Investors
Minnesota
$246K -$752K -8,309 -75%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$246K +$15.1K +167 +7%
RFC
198
Regions Financial Corp
Alabama
$243K +$72.2K +800 +42%
CAN
199
Cetera Advisor Networks
California
$238K +$238K +2,613 New
CCT
200
Country Club Trust
Missouri
$235K – – –
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8
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