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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 %
KA
376
Kovack Advisors
Florida
$918K -$26.8K -220 -3%
PAS
377
Park Avenue Securities
New York
$911K -$4.12M -33,822 -82%
FCA
378
FLC Capital Advisors
California
$908K -$122K -999 -12%
GSC
379
G&S Capital
Colorado
$904K +$130K +1,071 +17%
First Manhattan
380
First Manhattan
New York
$897K -$163K -1,337 -15%
Northern Trust
381
Northern Trust
Illinois
$897K +$606K +4,973 +208%
CAAS
382
Capital Asset Advisory Services
Michigan
$893K -$139K -1,141 -13%
SBSB
383
Sullivan, Bruyette, Speros & Blaney
Virginia
$889K
LS
384
Leelyn Smith
Illinois
$881K +$731 +6 +0.1%
CCA
385
Clearwater Capital Advisors
Illinois
$858K -$150K -1,233 -15%
PJSIMP
386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$854K +$64.8K +504 +8%
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
$838K +$498K +4,091 +147%
JSL
388
JT Stratford LLC
Georgia
$837K -$60.4K -496 -7%
GT
389
Greenleaf Trust
Michigan
$831K -$92.1K -756 -10%
4WM
390
4J Wealth Management
Virginia
$827K -$83.8K -688 -9%
MA
391
Montag & Associates
Georgia
$821K +$821K +6,738 New
FIM
392
Fernwood Investment Management
Massachusetts
$807K -$26.2K -215 -3%
SHJ
393
Sharkey, Howes & Javer
Colorado
$807K
CBFP
394
Cedar Brook Financial Partners
Ohio
$798K -$774K -6,355 -49%
C1AG
395
Client 1st Advisory Group
Florida
$797K -$115K -945 -13%
ECM
396
Evergreen Capital Management
Washington
$786K +$21.3K +175 +3%
FPCM
397
Financial Partners Capital Management
New York
$778K
WA
398
WBH Advisory
Maryland
$773K -$25.3K -208 -3%
SCA
399
Stuart Chaussee & Associates
California
$770K +$770K +6,323 New
CA
400
Calton & Associates
Florida
$767K +$431K +3,538 +128%