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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 %
TWM
401
Tolleson Wealth Management
Texas
$763K
FWCM
402
Ferguson Wellman Capital Management
Oregon
$755K +$755K +6,199 New
BSW
403
Buckingham Strategic Wealth
Missouri
$741K -$84.3K -692 -10%
TVAMP
404
Tennessee Valley Asset Management Partners
Tennessee
$734K -$86.7K -712 -11%
SCM
405
SOL Capital Management
Maryland
$726K +$26.8K +220 +4%
CI
406
CX Institutional
Indiana
$723K -$7.1M -58,278 -91%
BCM
407
Beck Capital Management
Texas
$723K -$2.19K -18 -0.3%
PIA
408
Perennial Investment Advisors
California
$721K -$77.7K -638 -10%
IF
409
Intrua Financial
Texas
$714K +$714K +5,604 New
RA
410
RFG Advisory
Alabama
$708K -$46.4K -381 -6%
WB
411
WesBanco Bank
West Virginia
$698K +$698K +5,729 New
ATC
412
Argent Trust Co
Tennessee
$674K
SS
413
Simplicity Solutions
Minnesota
$673K -$49.7M -408,508 -99%
HB
414
Homrich & Berg
Georgia
$673K +$153K +1,259 +30%
AWA
415
Alta Wealth Advisors
Massachusetts
$672K +$135K +1,108 +25%
AL
416
Aspiriant LLC
California
$666K +$1.1K +9 +0.2%
WA
417
Winfield Associates
Ohio
$649K -$700K -5,748 -52%
GEA
418
Glen Eagle Advisors
New Jersey
$630K +$175K +1,437 +38%
FA
419
FMA Advisory
Pennsylvania
$627K -$26.2K -215 -4%
LNC
420
Lincoln National Corp
Pennsylvania
$621K +$94.2K +773 +18%
UFA
421
US Financial Advisors
Massachusetts
$617K +$395K +3,242 +177%
PWM
422
Paulson Wealth Management
Illinois
$585K -$16.1K -127 -3%
RMAM
423
Raab & Moskowitz Asset Management
New Jersey
$580K -$28.9K -238 -5%
SG
424
StoneX Group
New York
$575K -$106K -869 -16%
SXL
425
Summit X LLC
Missouri
$572K -$1.43M -11,745 -71%