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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 %
CA
451
Crumly & Associates
Illinois
$245K
WGCA
452
Wolf Group Capital Advisors
Virginia
$244K
DTC
453
Davidson Trust Company
Washington
$244K +$244K +2,544 New
APW
454
Acima Private Wealth
Virginia
$243K
EWM
455
EPG Wealth Management
Georgia
$240K -$30.3K -315 -11%
GLA
456
Good Life Advisors
Pennsylvania
$239K -$268K -2,817 -53%
CA
457
Cambridge Advisors
Nebraska
$239K +$239K +2,487 New
LWS
458
Lucia Wealth Services
California
$236K
NF
459
Nikulski Financial
Iowa
$233K +$233K +2,431 New
DWM
460
Darwin Wealth Management
Florida
$231K -$41.6K -434 -15%
IAA
461
Independent Advisor Alliance
North Carolina
$223K -$461K -4,544 -67%
CTA
462
Colonial Trust Advisors
South Carolina
$223K +$223K +2,325 New
SS
463
Sunbelt Securities
Texas
$222K +$222K +2,318 New
ACM
464
AlphaStar Capital Management
North Carolina
$220K +$220K +2,199 New
WP
465
WealthPLAN Partners
Nebraska
$212K +$212K +2,042 New
GA
466
Geller Advisors
New York
$211K +$211K +2,200 New
AW
467
Avion Wealth
Texas
$210K
PBF
468
Petix & Botte Financial
California
$206K +$206K +2,145 New
GT
469
Glenview Trust
Kentucky
$206K +$206K +2,149 New
LRIA
470
Leonard Rickey Investment Advisors
Washington
$201K +$201K +2,096 New
LG
471
Leuthold Group
Minnesota
$201K +$201K +2,096 New
CWP
472
CFM Wealth Partners
Texas
$198K +$73K +762 +58%
CA
473
Clearstead Advisors
Ohio
$190K
CL
474
Cabana LLC
Arkansas
$162K +$162K +1,690 New
PGAM
475
Princeton Global Asset Management
New Jersey
$151K +$151K +1,578 New