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iShares MSCI USA Quality Factor ETF

546 hedge funds and large institutions have $12B invested in iShares MSCI USA Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.06%
Holding in Top 10
114
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.68%
% of All Funds
2.52%
New
97
Increased
262
Reduced
140
Closed
85
Calls
$16.9M
Puts
$331K
Net Calls
+$16.5M
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
301
Mariner
Kansas
$1.16M +$6.65K +82 +0.6%
EVM
302
Eaton Vance Management
Massachusetts
$1.15M -$9.24K -114 -0.8%
AW
303
ACG Wealth
Georgia
$1.14M -$33.6K -415 -3%
IA
304
IFP Advisors
Florida
$1.12M -$353K -4,323 -24%
CCA
305
Clearwater Capital Advisors
Illinois
$1.12M +$340K +4,195 +43%
KWM
306
Kingsview Wealth Management
Oregon
$1.11M +$1.11M +13,672 New
PPP
307
Private Portfolio Partners
New Jersey
$1.1M +$345K +4,258 +46%
MFW
308
Mosaic Family Wealth
Missouri
$1.09M -$11.2K -138 -1%
Invesco
309
Invesco
Georgia
$1.09M +$1.09M +13,450 New
Chevy Chase Trust
310
Chevy Chase Trust
Maryland
$1.09M -$165K -2,034 -13%
CBFP
311
Cedar Brook Financial Partners
Ohio
$1.08M -$396K -4,888 -27%
MSAGDF
312
Moneda SA Administradora General de Fondos
Chile
$1.08M +$192K +2,374 +22%
BSW
313
Buckingham Strategic Wealth
Missouri
$1.07M +$99.2K +1,224 +10%
DC
314
Derby & Company
Massachusetts
$1.06M
BB
315
Busey Bank
Illinois
$1.06M +$2.19K +27 +0.2%
MMA
316
Miracle Mile Advisors
California
$1.03M -$333K -4,112 -24%
ISG
317
Investment Security Group
Colorado
$1.02M +$1.02M +12,599 New
AC
318
Apella Capital
Connecticut
$1.02M +$1.02M +12,601 New
Creative Planning
319
Creative Planning
Kansas
$1.01M +$11.2K +138 +1%
PWA
320
Physician Wealth Advisors
Utah
$1.01M -$2.41M -27,694 -70%
MYIA
321
Mount Yale Investment Advisors
Colorado
$1.01M +$380K +4,686 +60%
MSA
322
Marino Stram & Associates
Massachusetts
$989K +$43.2K +533 +5%
STB
323
S&T Bank
Pennsylvania
$960K +$703K +8,675 +274%
CAAS
324
Capital Asset Advisory Services
Michigan
$946K -$159K -1,790 -14%
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$940K