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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 %
CWM
326
Cornerstone Wealth Management
Missouri
$1.44M -$306K -2,512 -18%
CWS
327
Cypress Wealth Services
California
$1.41M +$110K +907 +9%
FI
328
Financial Insights
Washington
$1.4M
TFM
329
TFC Financial Management
Massachusetts
$1.39M +$24.2K +199 +2%
ACS
330
Archford Capital Strategies
Illinois
$1.38M -$143K -1,125 -9%
MWM
331
Mattern Wealth Management
Kansas
$1.36M -$36.2K -297 -3%
WFM
332
Wolff Financial Management
Michigan
$1.36M +$583K +4,785 +75%
Comerica Bank
333
Comerica Bank
Texas
$1.34M -$965K -7,565 -42%
BAM
334
Belpointe Asset Management
Nevada
$1.34M -$542K -4,447 -29%
KWM
335
Kingsview Wealth Management
Oregon
$1.3M -$240K -1,950 -16%
Brown Advisory
336
Brown Advisory
Maryland
$1.3M -$617K -5,067 -32%
CL
337
COWA LLC
Oklahoma
$1.26M
CA
338
Corrado Advisors
New Jersey
$1.24M +$107K +877 +9%
AssetMark Inc
339
AssetMark Inc
California
$1.24M -$3.87M -31,763 -76%
PIM
340
Provident Investment Management
Michigan
$1.22M +$119K +979 +11%
BB
341
Busey Bank
Illinois
$1.21M -$52.9K -434 -4%
Wolverine Trading
342
Wolverine Trading
Illinois
$1.2M +$956K +7,876 +389%
NR
343
Newfound Research
Massachusetts
$1.2M +$225K +1,844 +23%
EPA
344
Element Pointe Advisors
Florida
$1.19M -$140K -1,149 -11%
NFG
345
Next Financial Group
Texas
$1.18M +$321K +2,639 +37%
SC
346
Soundwatch Capital
Connecticut
$1.18M -$179K -1,467 -13%
JWBC
347
John W. Brooker & Co
California
$1.17M
AP
348
Agilis Partners
Massachusetts
$1.16M
WLIM
349
White Lighthouse Investment Management
Massachusetts
$1.15M -$464K -3,810 -29%
DWP
350
Destiny Wealth Partners
Florida
$1.15M -$39.7K -326 -3%