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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 %
HS
526
Horan Securities
United States
$20K +$14.2K +146 +247%
GEA
527
Glen Eagle Advisors
New Jersey
$17.8K
M
528
MOTCO
Texas
$17K
LWM
529
Liberty Wealth Management
California
$16K -$3.02M -31,659 -99%
CFO
530
CVA Family Office
Colorado
$15K +$15K +161 New
TCOV
531
Trust Company of Vermont
Vermont
$13K -$1.93K -20 -13%
JFA
532
JNBA Financial Advisors
Minnesota
$13K
CFN
533
Cordasco Financial Network
Florida
$12K
HFA
534
Hoover Financial Advisors
Pennsylvania
$12K +$12K +125 New
IF
535
Ironwood Financial
Arizona
$11K +$11K +114 New
WEC
536
Winslow Evans & Crocker
Massachusetts
$10K
JWA
537
JFS Wealth Advisors
Pennsylvania
$8K
DSC
538
Duncker Streett & Co
Missouri
$7K
CTC
539
Central Trust Company
Missouri
$6K -$29.2K -326 -83%
FRA
540
Front Row Advisors
California
$6K
SL
541
Savior LLC
Massachusetts
$6K
LFG
542
Larson Financial Group
Missouri
$6K +$98 +1 +2%
GFPC
543
Global Financial Private Client
Florida
$5.21K -$273K -2,829 -98%
EW
544
Element Wealth
Mississippi
$5K
PFBT
545
Parkside Financial Bank & Trust
Missouri
$5K
IRC
546
Investors Research Corp
Georgia
$5K +$1.11K +12 +29%
EI
547
Ellevest Inc
New York
$5K +$3.98K +39 +390%
SIM
548
Sonora Investment Management
Arizona
$5K +$5K +48 New
OC
549
Oakworth Capital
Alabama
$5K +$5K +52 New
SMG
550
Spectrum Management Group
Indiana
$4K -$6.59M -65,879 -100%