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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 %
FTS
401
Fifth Third Securities
Ohio
$430K -$15K -145 -3%
LJAC
402
L.J. Altfest & Co
New York
$424K -$24.5K -236 -5%
DS
403
Dudley & Shanley
Florida
$416K +$416K +4,012 New
ONST
404
Old North State Trust
North Carolina
$404K -$4.56K -44 -1%
IFS
405
Ifrah Financial Services
Arkansas
$399K -$7.36K -71 -2%
IWP
406
Icon Wealth Partners
Texas
$390K +$32.1K +310 +9%
PPP
407
Private Portfolio Partners
New Jersey
$382K +$19.7K +190 +5%
AP
408
Agilis Partners
Massachusetts
$380K +$380K +3,665 New
RIM
409
Regent Investment Management
Kentucky
$371K +$30.7K +296 +9%
Fisher Asset Management
410
Fisher Asset Management
Washington
$368K +$79K +762 +27%
NEPPG
411
New England Professional Planning Group
Rhode Island
$367K -$13.1K -121 -3%
CTA
412
Colonial Trust Advisors
South Carolina
$366K +$125K +1,200 +52%
MAFM
413
Mid Atlantic Financial Management
Pennsylvania
$362K -$10.5M -94,615 -97%
CWP
414
CFM Wealth Partners
Texas
$361K +$147K +1,414 +68%
MW
415
Marcum Wealth
Ohio
$360K -$41.4K -399 -10%
IWA
416
Intercontinental Wealth Advisors
Texas
$359K +$359K +3,456 New
TVAMP
417
Tennessee Valley Asset Management Partners
Tennessee
$341K +$7.78K +75 +2%
VAS
418
Vestmark Advisory Solutions
Massachusetts
$340K
RSWM
419
Robertson Stephens Wealth Management
California
$337K
RC
420
RegentAtlantic Capital
New Jersey
$336K +$1.25K +12 +0.4%
TSA
421
Tri-Star Advisors
Texas
$336K +$336K +3,123 New
NF
422
Nikulski Financial
Iowa
$331K +$79.1K +763 +31%
WS
423
Wedbush Securities
California
$329K -$154K -1,482 -32%
PCM
424
Parsons Capital Management
Rhode Island
$329K +$518 +5 +0.2%
RFC
425
Regions Financial Corp
Alabama
$327K +$327K +3,149 New