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iShares MSCI USA Quality Factor ETF

686 hedge funds and large institutions have $14.6B invested in iShares MSCI USA Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 245 increasing their positions, 289 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
12.08%
Holding in Top 10
101
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.93%
% of All Funds
1.78%
New
71
Increased
245
Reduced
289
Closed
82
Calls
$26.7M
Puts
$2.55M
Net Calls
+$24.2M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
226
Tacita Capital
Ontario, Canada
$3.67M -$228K -1,870 -6%
VIM
227
Vista Investment Management
Pennsylvania
$3.66M +$112K +920 +3%
MAG
228
MRA Advisory Group
New Jersey
$3.59M +$548K +4,501 +18%
AWP
229
Ascent Wealth Partners
New York
$3.57M +$129K +1,061 +4%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$3.56M -$1.86M -14,844 -34%
SWM
231
Spire Wealth Management
Virginia
$3.54M +$3.54M +29,050 New
Citigroup
232
Citigroup
New York
$3.49M +$492K +4,044 +16%
AF
233
Advisornet Financial
Minnesota
$3.45M +$323K +2,655 +10%
CCA
234
Column Capital Advisors
Indiana
$3.44M +$3.43M +28,202 +55,298%
PA
235
PFG Advisors
Arizona
$3.42M +$37.1K +305 +1%
OPS
236
Orion Portfolio Solutions
Nebraska
$3.39M -$122K -1,005 -3%
LGA
237
Lebenthal Global Advisors
New York
$3.35M +$142K +1,164 +4%
JIP
238
Jaffetilchin Investment Partners
Florida
$3.28M -$259K -2,126 -7%
GVAG
239
Great Valley Advisor Group
Delaware
$3.28M -$45.9K -377 -1%
CWG
240
Cornerstone Wealth Group
North Carolina
$3.25M +$3.25M +25,469 New
CCMG
241
Clark Capital Management Group
Pennsylvania
$3.23M -$3.4M -27,908 -51%
TPA
242
Trivium Point Advisory
Connecticut
$3.19M +$363K +2,980 +13%
WWM
243
Western Wealth Management
Colorado
$3.18M +$699K +5,742 +28%
MIAN
244
Mariner Independent Advisor Network
Kansas
$3.18M +$1.14M +9,337 +56%
JWCA
245
J.W. Cole Advisors
Florida
$3.09M +$532K +4,369 +21%
WI
246
Wintrust Investments
Illinois
$3.07M -$4.12M -33,857 -57%
APA
247
American Portfolios Advisors
New York
$3.05M -$1.06M -8,715 -26%
DWT
248
Dorsey & Whitney Trust
South Dakota
$3.04M +$2.43M +19,922 +394%
DWMG
249
DB Wealth Management Group
California
$2.97M +$609 +5 +0%
FHA
250
Flagship Harbor Advisors
Massachusetts
$2.97M +$82.6K +678 +3%