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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 %
CWM
301
Cabot Wealth Management
Massachusetts
$1.34M +$417K +4,344 +45%
MIM
302
Macroview Investment Management
Maryland
$1.32M -$883K -9,207 -40%
CBFP
303
Cedar Brook Financial Partners
Ohio
$1.31M +$25K +261 +2%
MMA
304
Miracle Mile Advisors
California
$1.31M +$81.9K +854 +7%
KWM
305
Kingsview Wealth Management
Oregon
$1.3M -$10.8K -113 -0.8%
EVM
306
Eaton Vance Management
Massachusetts
$1.29M -$74.8K -780 -5%
KP
307
Keel Point
Alabama
$1.27M +$844K +8,797 +197%
MSAGDF
308
Moneda SA Administradora General de Fondos
Chile
$1.27M
9WM
309
9258 Wealth Management
Ohio
$1.23M
BB
310
Busey Bank
Illinois
$1.23M -$24.4K -254 -2%
STB
311
S&T Bank
Pennsylvania
$1.22M +$83.8K +873 +7%
TFS
312
TrustCore Financial Services
Tennessee
$1.21M -$217K -2,267 -15%
MSA
313
Marino Stram & Associates
Massachusetts
$1.2M +$33.2K +346 +3%
CWM
314
Cornerstone Wealth Management
Missouri
$1.19M -$1.75M -18,240 -60%
PPW
315
Pasadena Private Wealth
California
$1.18M -$110K -1,145 -9%
EWA
316
Exencial Wealth Advisors
Oklahoma
$1.17M +$210K +2,192 +22%
Chevy Chase Trust
317
Chevy Chase Trust
Maryland
$1.17M -$117K -1,218 -9%
Creative Planning
318
Creative Planning
Kansas
$1.15M -$48.5K -506 -4%
CCFM
319
Clear Creek Financial Management
Washington
$1.15M +$1.15M +11,953 New
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$1.11M
PAMG
321
Patton Albertson Miller Group
Tennessee
$1.11M -$653K -6,810 -37%
PAI
322
Pittenger & Anderson Inc
Nebraska
$1.1M -$305K -3,175 -22%
WA
323
Winfield Associates
Ohio
$1.1M -$498K -5,186 -31%
EPA
324
Element Pointe Advisors
Florida
$1.08M
JWBC
325
John W. Brooker & Co
California
$1.08M -$3.55K -37 -0.3%