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iShares MSCI Intl Quality Factor ETF

121 hedge funds and large institutions have $1.07B invested in iShares MSCI Intl Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 26

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more funds holding

Funds holding: 117121 (+4)

3.15% more ownership

Funds ownership: 96.67%99.81% (+3.1%)

4% less capital invested

Capital invested by funds: $1.11B → $1.07B (-$39.5M)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
29
Increased
54
Reduced
26
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
Heritage Wealth Advisors
Virginia
$82.9K
PFPT
102
Pinnacle Financial Partners (Tennessee)
Tennessee
$66K +$76.7K +2,564 New
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9K +$43.2K +1,443 +130%
ACA
104
Aptus Capital Advisors
Alabama
$50K -$24.4K -815 -29%
IFAM
105
Institutional & Family Asset Management
Colorado
$49K -$2.27K -76 -4%
AIC
106
Ameritas Investment Company
Nebraska
$46K -$225K -7,508 -80%
OPS
107
Orion Portfolio Solutions
Nebraska
$39K +$44.8K +1,496 New
BWA
108
Burt Wealth Advisors
Maryland
$37K +$43.1K +1,441 New
PCG
109
Private Capital Group
Connecticut
$32K -$27.6K -923 -43%
S
110
SignatureFD
Georgia
$31K +$1.5K +50 +4%
William Blair & Company
111
William Blair & Company
Illinois
$27K +$9.46K +316 +44%
LFG
112
LifePlan Financial Group
Ohio
$25K +$9.4K +314 +47%
APA
113
American Portfolios Advisors
New York
$21.5K
WCG
114
Weaver Consulting Group
California
$17K
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$15K -$45.5K -1,520 -73%
CAL
116
Capital Analysts LLC
Pennsylvania
$12K
AssetMark Inc
117
AssetMark Inc
California
$10K
SNT
118
Security National Trust
West Virginia
$10K
ASN
119
Advisory Services Network
Georgia
$5K
AF
120
Allworth Financial
California
$4K
NEIRG
121
New England Investment & Retirement Group
Massachusetts
$2K +$1.98K +66 New
BHWA
122
Beacon Harbor Wealth Advisors
Virginia
-$3.28M -101,498 Closed
BSAM
123
Blue Sky Asset Management
Colorado
-$2.26M -69,950 Closed
IA
124
IFP Advisors
Florida
-$1.41M -47,284 Closed
ACP
125
Aveo Capital Partners
Colorado
-$562K -17,402 Closed