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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 %
AAP
501
Arax Advisory Partners
Colorado
$56K +$17.1K +179 +44%
FPFS
502
First Personal Financial Services
North Carolina
$55K
ZB
503
Zions Bancorporation
Utah
$55K +$55K +577 New
KPCM
504
Kings Point Capital Management
New York
$48K
PCIA
505
Prime Capital Investment Advisors
Kansas
$47K +$11.5K +120 +32%
TWP
506
TFO Wealth Partners
Ohio
$45K
SMFG
507
Sumitomo Mitsui Financial Group
Japan
$43K +$43K +444 New
SSB
508
Sandy Spring Bank
Maryland
$41K
CFG
509
Citizens Financial Group
Rhode Island
$41K +$41K +428 New
CFB
510
Cullen/Frost Bankers
Texas
$40K
RCA
511
Rowland Carmichael Advisors
Arizona
$39K -$3.23M -33,886 -99%
AIC
512
Archer Investment Corporation
Indiana
$37.1K
SNT
513
Security National Trust
West Virginia
$37K +$21.4K +220 +137%
LDFR
514
Lehman & Derafelo Financial Resources
Pennsylvania
$33K
HWA
515
Heritage Wealth Advisors
Virginia
$32.9K -$54.8K -571 -62%
IWP
516
IAG Wealth Partners
Wisconsin
$31K
AWM
517
Avior Wealth Management
Nebraska
$28K +$28K +300 New
HNB
518
Huntington National Bank
Ohio
$25K -$121K
MHR
519
Matthew Hamilton Rosenberg
$24K +$24K +252 New
SIC
520
Salem Investment Counselors
North Carolina
$23K +$23K +240 New
KWM
521
Keebeck Wealth Management
Illinois
$23K +$23K +245 New
VRM
522
Vectors Research Management
New York
$21K -$19.5K -204 -48%
JCM
523
Jacobi Capital Management
Pennsylvania
$21K +$1.18K +12 +6%
TH
524
TCTC Holdings
Texas
$21K +$21K +215 New
AWM
525
AllSquare Wealth Management
New York
$21K +$21K +219 New