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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 %
JWBC
326
John W. Brooker & Co
California
$1.01M -$165K -1,589 -14%
KWM
327
Kingsview Wealth Management
Oregon
$1.01M -$401K -3,863 -28%
NSB
328
Norway Savings Bank
Maine
$997K +$504K +4,858 +102%
CAAS
329
Capital Asset Advisory Services
Michigan
$974K -$114K -1,099 -10%
PP
330
Prudential plc
United Kingdom
$969K +$581K +5,600 +150%
FCA
331
FLC Capital Advisors
California
$930K +$73.6K +693 +9%
KIA
332
KCM Investment Advisors
California
$923K
CA
333
Corrado Advisors
New Jersey
$921K +$33.4K +322 +4%
PWM
334
Perigon Wealth Management
California
$913K +$409K +3,939 +81%
BWP
335
Bernardo Wealth Planning
Pennsylvania
$908K -$3.1M -29,882 -77%
CFG
336
Cooper Financial Group
California
$899K -$43.7K -421 -5%
BT
337
Brandywine Trust
Delaware
$899K
CCA
338
Clearwater Capital Advisors
Illinois
$877K -$5.39K -52 -0.6%
SG
339
StoneX Group
New York
$874K -$23.9K -230 -3%
C1AG
340
Client 1st Advisory Group
Florida
$857K -$1.77M -15,937 -67%
MSAGDF
341
Moneda SA Administradora General de Fondos
Chile
$846K -$530K -5,109 -39%
GT
342
Glenmede Trust
Pennsylvania
$846K +$54.1K +522 +7%
BCM
343
Brookstone Capital Management
Illinois
$844K +$86.4K +833 +11%
FEG
344
Financial Enhancement Group
Indiana
$836K -$18.3K -176 -2%
SWM
345
SVA Wealth Management
Wisconsin
$776K +$34K +328 +5%
JSL
346
JT Stratford LLC
Georgia
$766K +$15.3K +147 +2%
SBSB
347
Sullivan, Bruyette, Speros & Blaney
Virginia
$757K +$757K +7,298 New
TP
348
Tranquility Partners
Tennessee
$746K +$7.47K +72 +1%
NFG
349
Next Financial Group
Texas
$740K -$1.09M -10,488 -60%
HCIA
350
Hochman Cole Investment Advisors
Illinois
$732K +$102K +982 +16%