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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 %
GEA
501
Glen Eagle Advisors
New Jersey
$72.7K +$53.5K +515 +278%
Barclays
502
Barclays
United Kingdom
$72K -$50.3K -484 -41%
S
503
SignatureFD
Georgia
$71K +$623 +6 +0.9%
Kayne Anderson Rudnick Investment Management
504
Kayne Anderson Rudnick Investment Management
California
$69K +$69K +662 New
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$67K
CHA
506
Carmichael Hill & Associates
Maryland
$66K -$53.3K -514 -45%
FPFS
507
First Personal Financial Services
North Carolina
$60K
ZB
508
Zions Bancorporation
Utah
$60K
AIM
509
Anchor Investment Management
South Carolina
$59.4K +$59.4K +573 New
KPCM
510
Kings Point Capital Management
New York
$52K
RIM
511
Rockbridge Investment Management
New York
$51K -$20.8K -200 -29%
PCIA
512
Prime Capital Investment Advisors
Kansas
$51K -$104 -1 -0.2%
SNT
513
Security National Trust
West Virginia
$50K +$10.1K +97 +25%
TWP
514
TFO Wealth Partners
Ohio
$49K
AAP
515
Arax Advisory Partners
Colorado
$43K -$18.2K -174 -30%
CFB
516
Cullen/Frost Bankers
Texas
$43K
AIC
517
Archer Investment Corporation
Indiana
$40.1K
PS
518
Planned Solutions
California
$40K +$40K +386 New
JCM
519
Jacobi Capital Management
Pennsylvania
$37K +$14.9K +145 +68%
LDFR
520
Lehman & Derafelo Financial Resources
Pennsylvania
$36K
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$36K +$36K +349 New
HWA
522
Heritage Wealth Advisors
Virginia
$35.6K
AA
523
Ancora Advisors
Ohio
$33K -$43.3K -415 -57%
IWP
524
IAG Wealth Partners
Wisconsin
$33K
JFA
525
JNBA Financial Advisors
Minnesota
$33K +$18.9K +180 +133%