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iShares MSCI USA Quality Factor ETF

387 hedge funds and large institutions have $8.53B invested in iShares MSCI USA Quality Factor ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 188 increasing their positions, 89 reducing their positions, and 28 closing their positions.

Holders
387
Holders Change
+35
Holders Change %
+9.94%
% of All Funds
8.5%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
1.32%
New
66
Increased
188
Reduced
89
Closed
28
Calls
$18.4M
Puts
Net Calls
+$18.4M
Net Calls Change
-$26.1M
Name Market Value Shares Shares
Change
Shares
Change %
WP
251
WealthPLAN Partners
Nebraska
$640K 6,626 +1,207 +22%
PWM
252
Paulson Wealth Management
Illinois
$639K 6,917 -820 -11%
FEG
253
Financial Enhancement Group
Indiana
$610K 6,599 +23 +0.3%
VHAM
254
Van Hulzen Asset Management
California
$604K 6,538 +454 +7%
FIM
255
Fernwood Investment Management
Massachusetts
$604K 6,542 +1,064 +19%
SFWA
256
Summit Financial Wealth Advisors
Louisiana
$599K 6,468 +172 +3%
IAA
257
Independent Advisor Alliance
North Carolina
$598K 6,227 +6,227 New
LNC
258
Lincoln National Corp
Pennsylvania
$589K 6,368 +793 +14%
LJAC
259
L.J. Altfest & Co
New York
$576K 6,238 +61 +1%
CWM
260
Cabot Wealth Management
Massachusetts
$563K 6,095 +939 +18%
CA
261
Continuum Advisory
Idaho
$558K 6,111 +633 +12%
TC
262
TownSquare Capital
Utah
$550K 5,730 -923 -14%
CBA
263
Coastal Bridge Advisors
Connecticut
$533K 5,711 +5,711 New
ACG
264
Allen Capital Group
Nebraska
$532K 5,862
LFS
265
Lutz Financial Services
Nebraska
$525K 5,686
EWA
266
Exencial Wealth Advisors
Oklahoma
$519K 5,612 +2,829 +102%
Two Sigma Advisers
267
Two Sigma Advisers
New York
$508K 5,500 +5,500 New
IA
268
IFG Advisory
Georgia
$486K 5,269 +5,269 New
RMAM
269
Raab & Moskowitz Asset Management
New Jersey
$480K 5,203 -242 -4%
ONST
270
Old North State Trust
North Carolina
$477K 5,163
SPC
271
Sigma Planning Corp
Michigan
$475K 5,143 +346 +7%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$465K 5,032 +739 +17%
TP
273
Tranquility Partners
Tennessee
$459K 4,967 +278 +6%
FPGK
274
Financial Partners Group (Kansas)
Kansas
$442K 4,780 +710 +17%
BTW
275
Boston Trust Walden
Massachusetts
$437K 4,727