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iShares MSCI USA Quality Factor ETF

546 hedge funds and large institutions have $12B invested in iShares MSCI USA Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.06%
Holding in Top 10
114
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.68%
% of All Funds
2.52%
New
97
Increased
262
Reduced
140
Closed
85
Calls
$16.9M
Puts
$331K
Net Calls
+$16.5M
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
501
Bessemer Group
New Jersey
$34K +$34K +420 New
AAP
502
Arax Advisory Partners
Colorado
$33K -$7.3K -90 -18%
CTC
503
Central Trust Company
Missouri
$32K +$3.91K +48 +14%
IRAG
504
Investment Research & Advisory Group
Georgia
$32K +$32K +400 New
AIC
505
Archer Investment Corporation
Indiana
$31K -$8.81K -110 -22%
PCIA
506
Prime Capital Investment Advisors
Kansas
$30K +$30K +372 New
LDFR
507
Lehman & Derafelo Financial Resources
Pennsylvania
$28K
MAM
508
Meeder Asset Management
Ohio
$26K
IWP
509
IAG Wealth Partners
Wisconsin
$26K
MCM
510
McMillion Capital Management
North Carolina
$21K
JCM
511
Jacobi Capital Management
Pennsylvania
$16K +$3.09K +39 +24%
GEA
512
Glen Eagle Advisors
New Jersey
$15K +$8.12K +100 +118%
M
513
MOTCO
Texas
$15K
SNT
514
Security National Trust
West Virginia
$13K
TCOV
515
Trust Company of Vermont
Vermont
$13K
JFA
516
JNBA Financial Advisors
Minnesota
$11K
CFN
517
Cordasco Financial Network
Florida
$10K
WEC
518
Winslow Evans & Crocker
Massachusetts
$10K
KFI
519
Key Financial Inc
Pennsylvania
$10K +$10K +118 New
AWA
520
Arkadios Wealth Advisors
Georgia
$9.56K -$4.86K -60 -34%
CCM
521
Cox Capital Management
Massachusetts
$9K +$9K +94 New
BWM
522
Baystate Wealth Management
Massachusetts
$8K +$8K +95 New
TF
523
Tompkins Financial
New York
$8K +$8K +99 New
LCC
524
Lincoln Capital Corp
Rhode Island
$7.25K +$56 +694 +0.8%
AA
525
Advisory Alpha
Michigan
$7.05K +$7.05K +81 New