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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 %
AWA
626
Arete Wealth Advisors
Illinois
-$200K -2,471 Closed
SMFS
627
Squar Milner Financial Services
California
-$160K -1,977 Closed
EP
628
Eudaimonia Partners
Tennessee
-$126K -1,555 Closed
LWM
629
Lenox Wealth Management
Ohio
-$101K -1,250 Closed
GSWM
630
Golden State Wealth Management
California
-$91K -1,122 Closed
ST
631
Smithfield Trust
Pennsylvania
-$78K -964 Closed
WTC
632
WhitTier Trust Company
Nevada
-$49K -607 Closed
LSA
633
Lion Street Advisors
Texas
-$49K -606 Closed
WT
634
Washington Trust
Rhode Island
-$48K -593 Closed
Bessemer Group
635
Bessemer Group
New Jersey
-$34K -420 Closed
IRAG
636
Investment Research & Advisory Group
Georgia
-$32K -400 Closed
MAM
637
Meeder Asset Management
Ohio
-$26K -322 Closed
MCM
638
McMillion Capital Management
North Carolina
-$21K -260 Closed
AWA
639
Arkadios Wealth Advisors
Georgia
-$9.56K -118 Closed
KFI
640
Key Financial Inc
Pennsylvania
-$10K -118 Closed
TF
641
Tompkins Financial
New York
-$8K -99 Closed
BWM
642
Baystate Wealth Management
Massachusetts
-$8K -95 Closed
CCM
643
Cox Capital Management
Massachusetts
-$9K -94 Closed
AA
644
Advisory Alpha
Michigan
-$7.05K -81 Closed
HWA
645
HHM Wealth Advisors
Tennessee
-$6K -76 Closed
WAP
646
Wealthcare Advisory Partners
Pennsylvania
-$6K -68 Closed
HF
647
Halpern Financial
Virginia
-$4.3K -53 Closed
FANJ
648
Financial Architects (New Jersey)
New Jersey
-$1K -10 Closed