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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 %
HH
376
Hilltop Holdings
Texas
$578K +$578K +5,567 New
ATC
377
Argent Trust Co
Tennessee
$574K
WB
378
WesBanco Bank
West Virginia
$565K -$2.76M -26,632 -83%
AL
379
Aspiriant LLC
California
$565K -$23.3K -224 -4%
UBV
380
United Bank (Virginia)
Virginia
$562K -$1.57M -15,113 -74%
SFM
381
Signet Financial Management
New Jersey
$552K +$57.8K +541 +12%
AIC
382
Ayalon Insurance Company
Israel
$546K -$128K -1,233 -19%
GSC
383
G&S Capital
Colorado
$541K +$79K +761 +17%
LFA
384
Lighthouse Financial Advisors
Maryland
$532K -$7.57K -73 -1%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$524K +$524K +5,047 New
RMAM
386
Raab & Moskowitz Asset Management
New Jersey
$519K +$17.1K +165 +3%
PO
387
Private Ocean
California
$519K +$519K +5,004 New
CA
388
Continuum Advisory
Idaho
$516K -$1.25K -12 -0.2%
CAM
389
Concorde Asset Management
Michigan
$512K -$160K -1,537 -24%
WAG
390
Winthrop Advisory Group
Massachusetts
$508K +$508K +4,860 New
TWM
391
Tolleson Wealth Management
Texas
$493K
PWM
392
Paulson Wealth Management
Illinois
$491K
APP
393
Avantax Planning Partners
Iowa
$485K
PWMG
394
Prestige Wealth Management Group
New Jersey
$473K -$2.59M -24,971 -85%
CA
395
Clearstead Advisors
Ohio
$473K +$267K +2,575 +130%
BTW
396
Boston Trust Walden
Massachusetts
$470K
PJSIMP
397
P.J. Schmidt Investment Management (PJS)
Wisconsin
$469K +$19.6K +187 +4%
BOPW
398
Brandywine Oak Private Wealth
Pennsylvania
$438K +$438K +4,226 New
MFW
399
Meristem Family Wealth
Minnesota
$435K
ANTB
400
AMG National Trust Bank
Colorado
$431K -$132K -1,275 -23%