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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 %
AWM
526
Avior Wealth Management
Nebraska
$31K +$103 +1 +0.3%
M
527
MOTCO
Texas
$30K +$11.5K +111 +62%
TPCW
528
TD Private Client Wealth
New York
$28.1K +$28.1K +271 New
MHR
529
Matthew Hamilton Rosenberg
$26K
SIC
530
Salem Investment Counselors
North Carolina
$25K
AWM
531
AllSquare Wealth Management
New York
$23K
VRM
532
Vectors Research Management
New York
$23K
TH
533
TCTC Holdings
Texas
$22K
CTB
534
Country Trust Bank
Illinois
$19K +$19K +186 New
CFO
535
CVA Family Office
Colorado
$17K
BC
536
Bartlett & Co
Ohio
$17K +$17K +160 New
BCWM
537
Bartlett & Co Wealth Management
Ohio
$16.6K +$16.6K +160 New
LWM
538
Liberty Wealth Management
California
$15K -$3K -28 -17%
LAS
539
Lloyd Advisory Services
Georgia
$15K +$15K +140 New
LC
540
Lindbrook Capital
California
$15K +$15K +142 New
SXL
541
Summit X LLC
Missouri
$14.5K +$91 +168 +0.6%
TCOV
542
Trust Company of Vermont
Vermont
$14K
MCM
543
MV Capital Management
Maryland
$14K +$14K +132 New
HFA
544
Hoover Financial Advisors
Pennsylvania
$13K
CFN
545
Cordasco Financial Network
Florida
$13K
IF
546
Ironwood Financial
Arizona
$12K
WEC
547
Winslow Evans & Crocker
Massachusetts
$10K
IRC
548
Investors Research Corp
Georgia
$10K +$4.38K +42 +78%
JWA
549
JFS Wealth Advisors
Pennsylvania
$8K
DSC
550
Duncker Streett & Co
Missouri
$7K