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iShares MSCI USA Quality Factor ETF

41 hedge funds and large institutions have $487M invested in iShares MSCI USA Quality Factor ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

4.68% more ownership

Funds ownership: 41.82%46.5% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $487M → $487M (-$99.8K)

2% less funds holding

Funds holding: 4241 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
5
Increased
21
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$79.8M +$665K +10,300 +0.8%
BFPW
2
BOK Financial Private Wealth
Colorado
$77.3M +$2.13M +33,047 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$75.7M +$1.07M +16,557 +1%
Ameriprise
4
Ameriprise
Minnesota
$36.8M +$10.4M +161,001 +38%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32M +$32.7M +506,294 New
UBS Group
6
UBS Group
Switzerland
$31.7M +$47.4K +735 +0.1%
Allianz Asset Management
7
Allianz Asset Management
Germany
$24.2M +$2.26M +35,000 +10%
Bank of America
8
Bank of America
North Carolina
$20.2M +$2M +30,994 +11%
Morgan Stanley
9
Morgan Stanley
New York
$17.5M +$1.73M +26,763 +11%
SCM
10
Stonehearth Capital Management
Massachusetts
$16.3M +$145K +2,240 +0.9%
Credit Agricole
11
Credit Agricole
France
$13.5M -$2.28M -35,401 -14%
DADC
12
D.A. Davidson & Co
Montana
$11.7M +$2.21M +34,265 +23%
CPO
13
Cerity Partners OCIO
New York
$11.4M +$826K +12,805 +8%
FDCC
14
Foster Dykema Cabot & Co
Massachusetts
$8.98M +$306K +4,734 +3%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$6.41M +$281K +4,360 +4%
P
16
Palladiem
Pennsylvania
$6.35M -$424K -6,575 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.05M -$6.13K -95 -0.1%
US Bancorp
18
US Bancorp
Minnesota
$3M +$2.67M +41,355 +682%
Stifel Financial
19
Stifel Financial
Missouri
$2.78M +$628K +9,726 +28%
KIA
20
KCM Investment Advisors
California
$688K -$52.4K -812 -7%
SIM
21
Sigma Investment Management
Oregon
$681K +$28.2K +437 +4%
VKH
22
Virtu KCG Holdings
New York
$628K +$60.2K +932 +10%
ATC
23
Argent Trust Co
Tennessee
$600K -$129K -2,000 -17%
AW
24
ACG Wealth
Georgia
$573K -$10K -155 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$453K -$133K -2,064 -22%

QUAL Hedge Fund Activity: Q2 2015 in Review

41 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q2 2015, worth a combined $487M — down 0.02% from $487M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of QUAL and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 21 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $32.7M. The largest seller was BlackRock Group, exiting entirely with an estimated $33M sold.

  • 41 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q2 2015, down from 42 in Q1 2015.
  • Funds reported $487M of iShares MSCI USA Quality Factor ETF stock for Q2 2015, down 0.02% quarter-over-quarter.
  • 5 funds opened new iShares MSCI USA Quality Factor ETF positions in Q2 2015 and 6 closed out, a net change of -1 holder.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q2 2015 was Bank of New York Mellon, an estimated $32.7M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q2 2015 was BlackRock Group, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2015.