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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 %
CTA
426
Colonial Trust Advisors
South Carolina
$572K
WFA
427
Wipfli Financial Advisors
Wisconsin
$569K
PPW
428
Pasadena Private Wealth
California
$567K -$215K -1,768 -28%
D
429
Diversified
Delaware
$558K -$343K -2,606 -38%
SFM
430
Signet Financial Management
New Jersey
$555K -$67.6K -555 -11%
MWM
431
Mascoma Wealth Management
New Hampshire
$554K +$173K +1,424 +46%
BTW
432
Boston Trust Walden
Massachusetts
$551K
WDG
433
Wealth Dimensions Group
Ohio
$547K +$10.2K +84 +2%
AIC
434
Ayalon Insurance Company
Israel
$539K -$147K -1,194 -21%
RIM
435
Regent Investment Management
Kentucky
$539K -$6.33K -52 -1%
LFA
436
Lighthouse Financial Advisors
Maryland
$533K -$53.4K -439 -9%
MMM
437
Mendel Money Management
Illinois
$529K +$87K +714 +20%
PPA
438
Parametric Portfolio Associates
Washington
$524K +$229K +1,881 +78%
MFW
439
Meristem Family Wealth
Minnesota
$511K
DAS
440
Dynamic Advisor Solutions
Arizona
$508K -$7.67K -63 -1%
CA
441
Continuum Advisory
Idaho
$506K -$60.7K -478 -11%
LFG
442
Larson Financial Group
Missouri
$502K +$372K +3,058 +287%
William Blair & Company
443
William Blair & Company
Illinois
$499K +$30.6K +251 +7%
LWM
444
Laidlaw Wealth Management
New York
$495K +$7.67K +63 +2%
FTS
445
Fifth Third Securities
Ohio
$492K -$9.88K -81 -2%
DS
446
Dudley & Shanley
Florida
$489K
ANTB
447
AMG National Trust Bank
Colorado
$487K -$18.5K -152 -4%
LJAC
448
L.J. Altfest & Co
New York
$485K -$493K -4,050 -50%
IA
449
IFG Advisory
Georgia
$485K -$204K -1,674 -30%
NFC
450
Northeast Financial Consultants
Connecticut
$480K +$260K +2,135 +118%