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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

224 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
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5.14%
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
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$251M
2
PI
PFS Investments
Georgia
+$68.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.2M
4
Bank of America
Bank of America
North Carolina
+$29.1M
5
BCI
Brinker Capital Investments
Pennsylvania
+$27.1M

Top Sellers

1
KP
Keel Point
Alabama
-$10.7M
2
BFPW
BOK Financial Private Wealth
Colorado
-$5.31M
3
AP
Agilis Partners
Massachusetts
-$5.01M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
201
Glen Eagle Advisors
New Jersey
$31.3K – – –
AWM
202
Aevitas Wealth Management
Massachusetts
$30K – – –
Deutsche Bank
203
Deutsche Bank
Germany
$29K -$72.2K -861 -71%
VFA
204
Valeo Financial Advisors
Indiana
$27K – – –
SEI Investments
205
SEI Investments
Pennsylvania
$24K -$55.1K -666 -70%
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$45.1K -549 -65%
HNB
207
Huntington National Bank
Ohio
$22K -$22K – –
JGIA
208
Jackson Grant Investment Advisers
Connecticut
$21K +$2.43K +29 +13%
SF
209
Synovus Financial
Georgia
$19K – – –
BWM
210
Baystate Wealth Management
Massachusetts
$17K +$5.52K +64 +48%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
FGAM
212
Financial Gravity Asset Management
Texas
$12K – – –
RCAG
213
Rehmann Capital Advisory Group
Michigan
$10.4K – – –
WEC
214
Winslow Evans & Crocker
Massachusetts
$10K – – –
William Blair & Company
215
William Blair & Company
Illinois
$8K – – –
SBL
216
Sargent Bickham Lagudis
Colorado
$8K – – –
MWM
217
Mascoma Wealth Management
New Hampshire
$6K -$461K -5,765 -99%
QI
218
QS Investors
New York
$6K – – –
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
HS
220
Horan Securities
United States
$5K – – –
IFAM
221
Institutional & Family Asset Management
Colorado
$5K – – –
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$4.67K +$4.67K +56 New
MIFH
223
Migdal Insurance & Financial Holdings
Israel
$4K – – –
FRA
224
Front Row Advisors
California
$4 – – –
KP
225
Keel Point
Alabama
– -$10.7M -128,998 Closed
6 7 8
9
10