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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 %
DWM
351
Doyle Wealth Management
Florida
$821K +$821K +8,564 New
UWPG
352
Ullmann Wealth Partners Group
Florida
$820K +$820K +8,553 New
CCA
353
Clearwater Capital Advisors
Illinois
$816K -$513K -5,344 -39%
FCA
354
FLC Capital Advisors
California
$793K -$354K -3,594 -31%
FEG
355
Financial Enhancement Group
Indiana
$790K -$4.7K -49 -0.6%
GT
356
Glenmede Trust
Pennsylvania
$732K -$143K -1,489 -16%
WP
357
WealthShield Partners
North Carolina
$723K -$2.32M -24,128 -76%
DIP
358
DT Investment Partners
Pennsylvania
$712K
BCM
359
Brookstone Capital Management
Illinois
$701K -$7.74M -80,680 -92%
JSL
360
JT Stratford LLC
Georgia
$694K +$203K +2,120 +41%
BCM
361
Beck Capital Management
Texas
$689K -$232K -2,420 -25%
SWM
362
SVA Wealth Management
Wisconsin
$686K +$20.5K +214 +3%
TP
363
Tranquility Partners
Tennessee
$683K -$33.5K -349 -5%
IF
364
Intrua Financial
Texas
$677K +$677K +6,503 New
IA
365
IFP Advisors
Florida
$666K -$634K -6,709 -49%
PIA
366
Perennial Investment Advisors
California
$664K -$68.3K -712 -9%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$661K -$6.06M -62,943 -90%
CBA
368
Coastal Bridge Advisors
Connecticut
$658K +$161K +1,688 +32%
FIM
369
Fernwood Investment Management
Massachusetts
$656K -$30.3K -316 -4%
GT
370
Greenleaf Trust
Michigan
$654K
TFA
371
Teamwork Financial Advisors
Texas
$654K +$654K +6,813 New
LS
372
Leelyn Smith
Illinois
$653K +$33.5K +349 +5%
FA
373
FMA Advisory
Pennsylvania
$643K +$864 +9 +0.1%
AFP
374
Ausdal Financial Partners
Iowa
$635K -$14.8K -154 -2%
SHJ
375
Sharkey, Howes & Javer
Colorado
$632K -$6.48M -67,624 -91%