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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 %
Chevy Chase Trust
476
Chevy Chase Trust
Maryland
$372K -$512K -4,198 -58%
Bank Julius Baer & Co
477
Bank Julius Baer & Co
Switzerland
$372K +$184K +1,513 +98%
PCM
478
Parsons Capital Management
Rhode Island
$368K -$15.2K -125 -4%
AP
479
Advisor Partners
California
$365K
PCIG
480
Partners Capital Investment Group
Massachusetts
$365K +$365K +3,000 New
FDCC
481
Foster Dykema Cabot & Co
Massachusetts
$364K -$30.7K -252 -8%
NIC
482
Northwest Investment Counselors
Oregon
$359K -$14.5K -119 -4%
Fisher Asset Management
483
Fisher Asset Management
Washington
$358K +$124K +1,018 +53%
MWM
484
Minot Wealth Management
Massachusetts
$350K
Principal Financial Group
485
Principal Financial Group
Iowa
$349K +$125K +1,029 +56%
EL
486
EQ LLC
Washington
$348K -$84.5K -694 -20%
MW
487
Marcum Wealth
Ohio
$348K +$11.1K +91 +3%
ICG
488
InterOcean Capital Group
Tennessee
$346K
IWP
489
Icon Wealth Partners
Texas
$342K -$509K -4,180 -60%
CWA
490
Centennial Wealth Advisory
Michigan
$332K +$332K +2,728 New
BWM
491
BerganKDV Wealth Management
Minnesota
$327K +$307K +2,517 +1,525%
CIR
492
Clear Investment Research
Georgia
$321K -$6.58K -54 -2%
NEIRG
493
New England Investment & Retirement Group
Massachusetts
$318K -$6.73M -55,262 -95%
BP
494
BBR Partners
New York
$317K
EWM
495
EPG Wealth Management
Georgia
$315K -$12.3K -101 -4%
FPGK
496
Financial Partners Group (Kansas)
Kansas
$310K +$14.2K +117 +5%
WGCA
497
Wolf Group Capital Advisors
Virginia
$309K
APW
498
Acima Private Wealth
Virginia
$308K
OPWM
499
Oxinas Partners Wealth Management
Indiana
$306K -$15K -123 -5%
IWA
500
Intercontinental Wealth Advisors
Texas
$306K