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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 %
BAM
476
Belpointe Asset Management
Nevada
$145K -$1.26M -13,128 -90%
LFG
477
LifePlan Financial Group
Ohio
$139K -$3.41M -35,554 -96%
RG
478
Retirement Group
California
$139K +$139K +1,450 New
PFO
479
Pathstone Family Office
New Jersey
$137K -$199K -2,073 -59%
TFGT
480
TS Financial Group (TSFG)
Illinois
$129K -$9.95K -104 -7%
FCM
481
Firestone Capital Management
Florida
$125K
IFAM
482
Institutional & Family Asset Management
Colorado
$125K +$61.1K +638 +96%
BEAM
483
Baker Ellis Asset Management
Washington
$115K +$115K +1,200 New
BWP
484
Baldwin Wealth Partners
Massachusetts
$114K
Barclays
485
Barclays
United Kingdom
$113K +$113K +1,177 New
CHA
486
Carmichael Hill & Associates
Maryland
$110K +$60K +627 +120%
HBT
487
Hills Bank & Trust
Iowa
$110K +$110K +1,152 New
William Blair & Company
488
William Blair & Company
Illinois
$101K -$387K -4,031 -79%
PCG
489
Private Capital Group
Connecticut
$99K -$629K -6,527 -86%
BFEC
490
Benjamin F. Edwards & Company
Missouri
$96K
WR
491
Watson Rebecca
$92K +$92K +962 New
CB
492
CNB Bank
Pennsylvania
$90K +$9.03K +94 +11%
ICM
493
Islay Capital Management
Texas
$83K
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$82K -$3.15K -33 -4%
AA
495
Ancora Advisors
Ohio
$70K
PFP
496
Pinnacle Financial Partners
Tennessee
$70K
RIM
497
Rockbridge Investment Management
New York
$66K +$66K +690 New
S
498
SignatureFD
Georgia
$65K -$5.18K -54 -7%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$62K -$19.6K -205 -24%
CG
500
Cutler Group
California
$57K +$57K +600 New