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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 %
BHWM
551
Bay Harbor Wealth Management
Maryland
$4K -$1.97M -22,642 -100%
APC
552
Aspire Private Capital
North Carolina
$4K -$185K -2,132 -98%
EWP
553
Engrave Wealth Partners
Texas
$4K
BW
554
Bison Wealth
Georgia
$4K +$4K +42 New
MA
555
Modus Advisors
Minnesota
$4K +$4K +45 New
HR
556
Howe & Rusling
New York
$3K -$70.1K -795 -96%
FWM
557
FSA Wealth Management
Massachusetts
$3K
CCA
558
Column Capital Advisors
Indiana
$3K +$3K +33 New
GAM
559
Gemmer Asset Management
California
$2K
GI
560
Gradient Investments
Minnesota
$2K +$2K +18 New
AWM
561
Apollon Wealth Management
South Carolina
$2K +$2K +24 New
FI
562
Financial Insights
Washington
$1.02K +$50 +554 +5%
AAIM
563
Asset Advisors Investment Management
Georgia
$1K +$1K +12 New
JG
564
Jefferies Group
New York
$284 -$1 -14 -0.5%
TI
565
tru Independence
Oregon
$235 +$235 +2,456 New
WIM
566
Westside Investment Management
California
$19 -$10 -100 -33%
AIC
567
Ameritas Investment Company
Nebraska
-$18.8M -240,140 Closed
HTC
568
Hershey Trust Company
Pennsylvania
-$14.7M -181,090 Closed
RIG
569
Roosevelt Investment Group
New York
-$8.44M -104,182 Closed
PFA
570
Pettinga Financial Advisors
Indiana
-$8.23M -101,608 Closed
SW
571
SteelPeak Wealth
California
-$8.22M -101,413 Closed
HIM
572
HawsGoodwin Investment Management
Tennessee
-$7.79M -96,156 Closed
PD
573
Planning Directions
Pennsylvania
-$7.68M -94,750 Closed
SHIM
574
Stone House Investment Management
Pennsylvania
-$6.56M -80,989 Closed
CS
575
Comerica Securities
Michigan
-$6.38M -78,769 Closed