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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

14 hedge funds and large institutions have $230M invested in iShares MSCI USA Quality Factor ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.

Holders
14
Holders Change
+8
Holders Change %
+133.33%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFPW
1
BOK Financial Private Wealth
Colorado
$49.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$48.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.16M
4
Bank of America
4
Bank of America
North Carolina
$1.16M
5
Morgan Stanley
5
Morgan Stanley
New York
$813K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
ASRS
1
Arizona State Retirement System
Arizona
$122M 2,150,000 – –
BFPW
2
BOK Financial Private Wealth
Colorado
$49.5M 876,107 +876,107 New
BCI
3
Brinker Capital Investments
Pennsylvania
$48.7M 862,400 +555,800 +181%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.16M 108,957 +51,708 +90%
Bank of America
5
Bank of America
North Carolina
$1.16M 20,543 +20,543 New
Morgan Stanley
6
Morgan Stanley
New York
$813K 14,395 +14,395 New
VKH
7
Virtu KCG Holdings
New York
$568K 10,046 +10,046 New
LPL Financial
8
LPL Financial
California
$421K 7,441 +839 +13%
KIA
9
KCM Investment Advisors
California
$406K 7,180 +7,180 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$128K 2,272 +2,272 New
HCP
11
Holt Capital Partners
Texas
$124K 2,190 +2,190 New
Ameriprise
12
Ameriprise
Minnesota
$46K 813 +813 New
MFS
13
MSI Financial Services
Massachusetts
$34K 608 +183 +43%
AIG
14
American International Group
New York
$33.9K 600 – –