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iShares MSCI USA Quality Factor ETF

566 hedge funds and large institutions have $14.1B invested in iShares MSCI USA Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 207 increasing their positions, 193 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
11.63%
Holding in Top 10
104
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.77%
% of All Funds
2.14%
New
105
Increased
207
Reduced
193
Closed
82
Calls
$19.6M
Puts
$6.6M
Net Calls
+$13M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
276
Savant Capital
Illinois
$1.87M +$1.87M +19,505 New
MCM
277
Mattern Capital Management
Colorado
$1.84M -$424K -4,419 -19%
Mariner
278
Mariner
Kansas
$1.82M +$446K +4,647 +33%
TI
279
Trexquant Investment
Connecticut
$1.81M +$1.81M +18,903 New
LWM
280
Lionsbridge Wealth Management
Florida
$1.77M +$32.1K +335 +2%
BA
281
Bristlecone Advisors
Washington
$1.75M +$994K +10,363 +132%
NFG
282
Next Financial Group
Texas
$1.69M +$218K +2,268 +15%
ISG
283
Investment Security Group
Colorado
$1.66M +$454K +4,736 +38%
First Manhattan
284
First Manhattan
New York
$1.65M +$1.59M +16,630 +2,862%
SFSG
285
Stearns Financial Services Group
North Carolina
$1.63M +$14.8K +154 +0.9%
AWM
286
Alterna Wealth Management
Texas
$1.61M -$542K -5,650 -25%
AWM
287
Aries Wealth Management
Maine
$1.58M +$532K +5,549 +51%
KIM
288
Karpus Investment Management
New York
$1.53M -$931K -9,706 -38%
AI
289
Atria Investments
North Carolina
$1.52M -$8.73M -91,025 -85%
AC
290
Apella Capital
Connecticut
$1.51M +$305K +3,179 +25%
PAS
291
Park Avenue Securities
New York
$1.49M -$101M -1,052,116 -99%
11A
292
10-15 Associates
New York
$1.46M +$49.4K +515 +3%
SF
293
Symphony Financial
Texas
$1.46M +$11.3K +118 +0.8%
MAG
294
Mayfair Advisory Group
Alabama
$1.41M +$553K +5,765 +64%
SC
295
Soundwatch Capital
Connecticut
$1.39M +$1.39M +14,881 New
SWA
296
Stratos Wealth Advisors
Ohio
$1.39M +$327K +3,406 +31%
WLIM
297
White Lighthouse Investment Management
Massachusetts
$1.38M -$112K -1,170 -8%
Comerica Bank
298
Comerica Bank
Texas
$1.37M +$428K +4,212 +45%
5L
299
55I LLC
Massachusetts
$1.35M +$516K +5,379 +62%
AW
300
ACG Wealth
Georgia
$1.34M -$5.95K -62 -0.4%