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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 %
Truist Financial
151
Truist Financial
North Carolina
$704K
DRS
152
Deane Retirement Strategies
Louisiana
$685K -$5.24K -58 -0.8%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$683K -$28.7K -317 -4%
CFA
154
Carroll Financial Associates
North Carolina
$675K +$30.3K +336 +5%
IFS
155
Ifrah Financial Services
Arkansas
$658K +$658K +7,280 New
SC
156
Scotia Capital
Ontario, Canada
$630K +$630K +6,974 New
PAI
157
Pittenger & Anderson Inc
Nebraska
$621K +$79.6K +881 +15%
WS
158
Wedbush Securities
California
$608K +$361 +4 +0.1%
RCG
159
Ruggie Capital Group
Florida
$575K +$176K +1,946 +44%
FEG
160
Financial Enhancement Group
Indiana
$552K
KFP
161
Keystone Financial Planning
Ohio
$545K -$40.4K -447 -7%
CWM
162
Cabot Wealth Management
Massachusetts
$541K +$11K +122 +2%
JG
163
Jefferies Group
New York
$512K -$666K -7,376 -57%
LA
164
LexAurum Advisors
Kansas
$497K +$9.85K +109 +2%
HFS
165
HL Financial Services
Kentucky
$494K +$114K +1,263 +30%
PP
166
Prudential plc
United Kingdom
$488K +$181K +2,000 +59%
SMG
167
Smart Money Group
Texas
$453K +$136K +1,503 +43%
SAS
168
Sage Advisory Services
Texas
$437K +$30.4K +336 +7%
BTW
169
Boston Trust Walden
Massachusetts
$427K
APA
170
American Portfolios Advisors
New York
$423K +$52.7K +583 +14%
APP
171
Avantax Planning Partners
Iowa
$422K
ATC
172
Argent Trust Co
Tennessee
$411K
DF
173
Donoghue Forlines
Massachusetts
$408K +$408K +4,514 New
VC
174
Vicus Capital
Pennsylvania
$404K +$5.24K +58 +1%
SMFS
175
Squar Milner Financial Services
California
$401K