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iShares MSCI USA Quality Factor ETF

249 hedge funds and large institutions have $4.01B invested in iShares MSCI USA Quality Factor ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+25
Holders Change %
+11.16%
% of All Funds
5.7%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.87%
New
39
Increased
122
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
126
Lutz Financial Services
Nebraska
$1.1M +$1.1M +12,203 New
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.05M -$117K -1,295 -10%
Brown Advisory
128
Brown Advisory
Maryland
$935K -$180K -1,991 -16%
EVM
129
Eaton Vance Management
Massachusetts
$908K +$215K +2,374 +31%
PS
130
Portfolio Strategies
New York
$866K -$10.7K -118 -1%
WP
131
WealthSource Partners
California
$863K +$863K +9,551 New
TRCT
132
Tower Research Capital (TRC)
New York
$849K +$41.4K +458 +5%
WLIM
133
White Lighthouse Investment Management
Massachusetts
$840K +$18.2K +201 +2%
CCA
134
Clearwater Capital Advisors
Illinois
$831K +$831K +9,193 New
SI
135
Stephens Inc
Arkansas
$815K +$815K +9,016 New
KA
136
Kovack Advisors
Florida
$815K +$815K +9,023 New
WI
137
Wintrust Investments
Illinois
$797K +$74.2K +821 +10%
Citadel Advisors
138
Citadel Advisors
Florida
$795K -$64.7K -716 -8%
FHA
139
Flagship Harbor Advisors
Massachusetts
$795K +$6.17K +68 +0.8%
WSFS
140
Wilmington Savings Fund Society
Delaware
$775K
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$765K +$765K +8,467 New
FPCM
142
Financial Partners Capital Management
New York
$763K +$107K +1,180 +16%
MSA
143
Marino Stram & Associates
Massachusetts
$760K +$66.8K +740 +10%
BCM
144
Brasada Capital Management
Texas
$758K -$73.1K -809 -9%
Mariner
145
Mariner
Kansas
$750K +$95.5K +1,057 +15%
FA
146
FMA Advisory
Pennsylvania
$749K -$83.3K -922 -10%
BUB
147
BBVA USA Bancshares
Texas
$748K +$134K +1,483 +22%
FIM
148
Fernwood Investment Management
Massachusetts
$737K +$118K +1,312 +19%
SIM
149
Sigma Investment Management
Oregon
$726K +$45.3K +502 +7%
BCA
150
Bay Colony Advisors
Massachusetts
$723K +$723K +8,000 New