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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 %
BWM
451
BigSur Wealth Management
Florida
$469K +$469K +3,854 New
PPP
452
Private Portfolio Partners
New Jersey
$468K -$9.26K -76 -2%
WWM
453
Wolff Wiese Magana
California
$468K -$404K -3,316 -46%
TSS
454
Two Sigma Securities
New York
$466K +$240K +1,971 +106%
BCM
455
BlueCrest Capital Management
Jersey
$463K +$463K +3,805 New
NF
456
Nikulski Financial
Iowa
$457K
NEPPG
457
New England Professional Planning Group
Rhode Island
$438K +$898 +7 +0.2%
RC
458
RegentAtlantic Capital
New Jersey
$435K -$44.9K -369 -9%
G
459
GenTrust
Florida
$434K +$28.1K +235 +7%
LA
460
LVW Advisors
New York
$426K -$181K -1,492 -30%
QAM
461
QCI Asset Management
New York
$425K -$2.43K -20 -0.6%
OWA
462
Octavia Wealth Advisors
Ohio
$415K -$104K -857 -20%
TA
463
TrueWealth Advisors
Alabama
$413K -$649K -5,139 -61%
Millennium Management
464
Millennium Management
New York
$409K +$409K +3,362 New
VAS
465
Vestmark Advisory Solutions
Massachusetts
$399K -$1.58K -13 -0.4%
RSWM
466
Robertson Stephens Wealth Management
California
$395K
BOPW
467
Brandywine Oak Private Wealth
Pennsylvania
$394K -$88.4K -727 -18%
GLA
468
Good Life Advisors
Pennsylvania
$392K +$174K +1,428 +80%
VSWA
469
Vontobel Swiss Wealth Advisors
Switzerland
$391K -$10.3K -85 -3%
WC
470
Whitney & Co
New York
$387K +$66.5K +547 +21%
Citadel Advisors
471
Citadel Advisors
Florida
$386K -$7.51M -61,703 -95%
OC
472
Oppenheimer & Co
New York
$385K -$916K -7,540 -70%
JG
473
Jefferies Group
New York
$384K +$1.58K +13 +0.4%
SIC
474
Salem Investment Counselors
North Carolina
$381K +$156K +1,278 +69%
CWA
475
Clearview Wealth Advisors
Oregon
$380K -$137K -1,126 -27%