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iShares MSCI USA Quality Factor ETF

566 hedge funds and large institutions have $14.9B invested in iShares MSCI USA Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
Holders Change %
0%
% of All Funds
11.45%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
1.98%
New
62
Increased
238
Reduced
193
Closed
57
Calls
$23M
Puts
$939K
Net Calls
+$22.1M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
301
9258 Wealth Management
Ohio
$1.3M
TFS
302
TrustCore Financial Services
Tennessee
$1.3M -$7.47K -72 -0.6%
KIM
303
Karpus Investment Management
New York
$1.29M -$361K -3,475 -22%
BB
304
Busey Bank
Illinois
$1.29M -$39.5K -381 -3%
PAMG
305
Patton Albertson Miller Group
Tennessee
$1.29M +$86.4K +833 +7%
First Manhattan
306
First Manhattan
New York
$1.28M -$506K -4,879 -28%
MSA
307
Marino Stram & Associates
Massachusetts
$1.28M -$26.1K -252 -2%
STB
308
S&T Bank
Pennsylvania
$1.27M -$45.5K -439 -3%
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$1.24M +$104K +1,002 +9%
IA
310
IFP Advisors
Florida
$1.24M +$505K +4,872 +69%
SC
311
Soundwatch Capital
Connecticut
$1.23M -$316K -3,046 -20%
ACS
312
Archford Capital Strategies
Illinois
$1.22M +$86.6K +835 +8%
EE
313
EWG Elevate
California
$1.19M +$108K +1,044 +10%
TFM
314
TFC Financial Management
Massachusetts
$1.19M +$1.19M +11,484 New
WA
315
Winfield Associates
Ohio
$1.16M -$31.1K -300 -3%
RJT
316
Raymond James Trust
Florida
$1.15M +$65.6K +632 +6%
EPA
317
Element Pointe Advisors
Florida
$1.13M -$43.6K -420 -4%
BFA
318
Beacon Financial Advisory
Ohio
$1.12M +$170K +1,644 +18%
FI
319
Financial Insights
Washington
$1.1M -$59.6K -574 -5%
FDCC
320
Foster Dykema Cabot & Co
Massachusetts
$1.09M -$40.5K -390 -4%
MFW
321
Mosaic Family Wealth
Missouri
$1.07M +$47.9K +462 +5%
TFA
322
Teamwork Financial Advisors
Texas
$1.07M +$365K +3,515 +52%
OC
323
Oppenheimer & Co
New York
$1.07M -$96K -925 -8%
Chevy Chase Trust
324
Chevy Chase Trust
Maryland
$1.05M -$215K -2,072 -17%
Brown Advisory
325
Brown Advisory
Maryland
$1.02M -$99.2K -956 -9%