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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 %
AIS
601
Accurate Investment Solutions
Pennsylvania
-$607K -7,492 Closed
FCA
602
FinTrust Capital Advisors
South Carolina
-$601K -7,419 Closed
RBCM
603
Raub Brock Capital Management
California
-$571K -7,045 Closed
SP
604
Successful Portfolios
Florida
-$559K -6,894 Closed
LNC
605
Lincoln National Corp
Pennsylvania
-$534K -6,585 Closed
OFG
606
OmniStar Financial Group
North Carolina
-$533K -6,576 Closed
VWA
607
V Wealth Advisors
Kansas
-$496K -6,120 Closed
SAM
608
Stringer Asset Management
Tennessee
-$483K -5,963 Closed
MIM
609
Moseley Investment Management
Florida
-$478K -5,893 Closed
OCM
610
Orser Capital Management
Texas
-$429K -5,296 Closed
WSFS
611
Wilmington Savings Fund Society
Delaware
-$414K -5,103 Closed
TA
612
Tiedemann Advisors
New York
-$386K -4,758 Closed
SCA
613
Sage Capital Advisors
South Dakota
-$366K -4,511 Closed
BAC
614
Boys Arnold & Co
North Carolina
-$336K -4,152 Closed
WIA
615
World Investment Advisors
California
-$316K -3,901 Closed
HA
616
HC Advisors
Georgia
-$313K -3,861 Closed
CFG
617
CMC Financial Group
Georgia
-$313K -3,861 Closed
ADL
618
Asset Dedication LLC
California
-$306K -3,767 Closed
PPW
619
Parcion Private Wealth
Washington
-$300K -3,707 Closed
TRCT
620
Tower Research Capital (TRC)
New York
-$291K -3,592 Closed
Principal Financial Group
621
Principal Financial Group
Iowa
-$245K -3,017 Closed
FHC
622
First Heartland Consultants
Missouri
-$228K -2,819 Closed
NB
623
NBT Bank
New York
-$224K -2,758 Closed
CWP
624
Capital Wealth Planning
Florida
-$219K -2,700 Closed
SWM
625
SigFig Wealth Management
California
-$204K -2,513 Closed