We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

225 hedge funds and large institutions have $3.26B invested in iShares MSCI USA Quality Factor ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 61

23% more capital invested

Capital invested by funds: $2.65B → $3.26B (+$614M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

6% more funds holding

Funds holding: 212225 (+13)

0.37% more ownership

Funds ownership: 59.59%59.97% (+0.37%)

Holders
225
Holders Change
+13
Holders Change %
+6.13%
% of All Funds
5.15%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.6%
New
29
Increased
99
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
201
Pin Oak Investment Advisors
Texas
$33K +$18.7K +224 +132%
GEA
202
Glen Eagle Advisors
New Jersey
$31.3K
AWM
203
Aevitas Wealth Management
Massachusetts
$30K
Deutsche Bank
204
Deutsche Bank
Germany
$29K -$72K -861 -71%
VFA
205
Valeo Financial Advisors
Indiana
$27K
SEI Investments
206
SEI Investments
Pennsylvania
$24K -$55.7K -666 -70%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$45.9K -549 -65%
HNB
208
Huntington National Bank
Ohio
$22K
JGIA
209
Jackson Grant Investment Advisers
Connecticut
$21K +$2.43K +29 +13%
SF
210
Synovus Financial
Georgia
$19K
BWM
211
Baystate Wealth Management
Massachusetts
$17K +$5.35K +64 +48%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$13K
FGAM
213
Financial Gravity Asset Management
Texas
$12K
RCAG
214
Rehmann Capital Advisory Group
Michigan
$10.4K
WEC
215
Winslow Evans & Crocker
Massachusetts
$10K
SBL
216
Sargent Bickham Lagudis
Colorado
$8K
William Blair & Company
217
William Blair & Company
Illinois
$8K
MWM
218
Mascoma Wealth Management
New Hampshire
$6K -$482K -5,765 -99%
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$6K
QI
220
QS Investors
New York
$6K
HS
221
Horan Securities
United States
$5K
IFAM
222
Institutional & Family Asset Management
Colorado
$5K
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$4.67K +$4.68K +56 New
MIFH
224
Migdal Insurance & Financial Holdings
Israel
$4K
FRA
225
Front Row Advisors
California
$4