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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 %
DT
251
Diversified Trust
Tennessee
$2.97M +$178K +1,465 +6%
AC
252
Apella Capital
Connecticut
$2.93M +$409K +3,358 +16%
5L
253
55I LLC
Massachusetts
$2.92M -$548K -4,504 -16%
MCC
254
Money Concepts Capital
Florida
$2.91M -$902K -7,405 -24%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$2.87M -$3.83M -31,446 -57%
BFS
256
Bickling Financial Services
Massachusetts
$2.82M -$93.1K -765 -3%
CA
257
Cetera Advisors
Colorado
$2.8M -$1.97M -16,187 -41%
AAS
258
Avantax Advisory Services
Texas
$2.8M -$2.74M -22,500 -49%
FF
259
FourThought Financial
Florida
$2.76M +$85.7K +704 +3%
TFO
260
Tarbox Family Office
California
$2.7M -$26.8K -220 -1%
Two Sigma Advisers
261
Two Sigma Advisers
New York
$2.66M +$1.75M +14,400 +195%
Mariner
262
Mariner
Kansas
$2.65M +$173K +1,421 +7%
BA
263
Bristlecone Advisors
Washington
$2.63M -$53.2K -437 -2%
AFP
264
Ausdal Financial Partners
Iowa
$2.61M +$553K +4,540 +27%
SPC
265
Sigma Planning Corp
Michigan
$2.61M +$5.11K +42 +0.2%
SWA
266
Stratos Wealth Advisors
Ohio
$2.59M +$369K +3,033 +17%
OIA
267
OneDigital Investment Advisors
Kansas
$2.56M -$177K -1,455 -6%
FC
268
Ferris Capital
Massachusetts
$2.54M -$146K -1,197 -5%
MCM
269
Mattern Capital Management
Colorado
$2.52M +$214K +1,761 +9%
MAG
270
Mayfair Advisory Group
Alabama
$2.52M +$221K +1,793 +10%
WS
271
Wedbush Securities
California
$2.51M +$2.1M +17,259 +515%
CWM
272
Cabot Wealth Management
Massachusetts
$2.49M +$155K +1,275 +7%
MW
273
MBL Wealth
North Carolina
$2.47M -$930K -7,633 -27%
MIM
274
Macroview Investment Management
Maryland
$2.47M +$155K +1,275 +7%
Creative Planning
275
Creative Planning
Kansas
$2.44M +$128K +1,049 +6%