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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 %
KA
376
Kovack Advisors
Florida
$632K -$263K -2,739 -29%
WA
377
WBH Advisory
Maryland
$629K -$42.5K -443 -6%
AIC
378
Ayalon Insurance Company
Israel
$628K -$3.73M -38,671 -86%
CAM
379
Concorde Asset Management
Michigan
$620K -$3.68M -38,360 -86%
WWM
380
WJ Wealth Management
Arizona
$619K +$3.08K +32 +0.5%
BSW
381
Buckingham Strategic Wealth
Missouri
$610K -$652K -6,801 -52%
SAG
382
Spotlight Asset Group
Illinois
$593K -$9.98K -104 -2%
IA
383
IFG Advisory
Georgia
$590K -$169K -1,765 -22%
HCIA
384
Hochman Cole Investment Advisors
Illinois
$583K +$303K +3,155 +108%
BPA
385
Beacon Pointe Advisors
California
$583K +$583K +6,072 New
FPCM
386
Financial Partners Capital Management
New York
$572K +$4.79K +50 +0.8%
ACG
387
Allen Capital Group
Nebraska
$562K
OMC
388
Old Mission Capital
Illinois
$562K +$562K +5,860 New
IFG
389
Investors Financial Group
Minnesota
$559K -$29.3K -306 -5%
FFC
390
Fure Financial Corporation
Minnesota
$556K +$556K +5,797 New
AL
391
Aspiriant LLC
California
$544K +$544K +5,667 New
V
392
Veritable
Delaware
$539K +$539K +5,617 New
ECM
393
Evergreen Capital Management
Washington
$535K +$535K +5,582 New
ATC
394
Argent Trust Co
Tennessee
$531K -$468K -4,874 -47%
MOS
395
MGO One Seven
Ohio
$526K -$56.7K -592 -10%
ANTB
396
AMG National Trust Bank
Colorado
$521K +$521K +5,427 New
EWM
397
Edge Wealth Management
New York
$508K -$6.05K -63 -1%
LFA
398
Lighthouse Financial Advisors
Maryland
$499K +$499K +5,205 New
FWIA
399
Fort Washington Investment Advisors
Ohio
$496K +$496K +5,167 New
ELI
400
Empire Life Investments
Ontario, Canada
$484K +$148K +1,546 +44%