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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.

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)
1
Carson Wealth (CWM LLC)
Nebraska
$68.4M
2
BlackRock
2
BlackRock
New York
$169M
3
MLIC
3
Mandatum Life Insurance Company
Finland
$34.4M
4
CMO
4
Covenant Multifamily Offices
Texas
$64.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$76.2M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$98M
2
CF
2
Centaurus Financial
California
$4.88K
3
TA
3
TMD & Associates
Arizona
$18.1M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$109M
5
AA
5
ALPS Advisors
Colorado
$42.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$578M 6,391,189 +29,551 +0.5%
HI
2
Horizon Investments
North Carolina
$295M 3,261,374 +190,025 +6%
S
3
Schroders
United Kingdom
$258M 2,850,139 -19,090 -0.7%
Bank of America
4
Bank of America
North Carolina
$234M 2,585,990 +225,008 +10%
BlackRock
5
BlackRock
New York
$169M 1,869,553 +388,630 +26%
Ameriprise
6
Ameriprise
Minnesota
$122M 1,361,469 +108,369 +9%
Morgan Stanley
7
Morgan Stanley
New York
$114M 1,265,040 +102,351 +9%
BFPW
8
BOK Financial Private Wealth
Colorado
$109M 1,211,311 -29,635 -2%
AF
9
Allworth Financial
California
$108M 1,196,961 +49,174 +4%
BCI
10
Brinker Capital Investments
Pennsylvania
$98M 1,084,133 -64,889 -6%
UBS Group
11
UBS Group
Switzerland
$97.6M 1,080,250 +24,597 +2%
PI
12
PFS Investments
Georgia
$93.4M 1,032,990 +239,055 +30%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$78.6M 870,047 +314,977 +57%
Wells Fargo
14
Wells Fargo
California
$76.3M 844,026 +114,732 +16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$76.2M 842,694 +344,120 +69%
DT
16
Diversified Trust
Tennessee
$75.5M 835,181 +9,858 +1%
WBG
17
Wharton Business Group
Pennsylvania
$74.1M 819,787 -1,125 -0.1%
USAA
18
United Services Automobile Association
Texas
$69.7M 770,760 +183,150 +31%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$68.4M 756,766 +441,198 +140%
Allianz Asset Management
20
Allianz Asset Management
Germany
$67M 741,742 – –
CMO
21
Covenant Multifamily Offices
Texas
$64.6M 715,287 +355,571 +99%
CPO
22
Cerity Partners OCIO
New York
$64.4M 712,361 +44,722 +7%
AA
23
ALPS Advisors
Colorado
$42.9M 475,127 -23,010 -5%
LPL Financial
24
LPL Financial
California
$42.3M 467,929 +149,462 +47%
AI
25
Atria Investments
North Carolina
$37.3M 413,086 +200,097 +94%
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