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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 %
IFG
501
Investors Financial Group
Minnesota
$305K -$243K -1,998 -44%
CPFP
502
Clear Perspectives Financial Planning
Ohio
$300K -$36.7K -302 -11%
CA
503
Crumly & Associates
Illinois
$299K -$31.8K -261 -10%
BFA
504
Beaumont Financial Advisors
Massachusetts
$299K
HTHT
505
Hemenway Trust Hemenway Trust
New Hampshire
$298K -$6.08K -50 -2%
TW
506
TrinityPoint Wealth
Connecticut
$289K +$58.7K +483 +26%
CAM
507
Cidel Asset Management
Ontario, Canada
$289K +$289K +2,370 New
FSA
508
Fort Sheridan Advisors
Illinois
$284K +$284K +2,330 New
SMFG
509
Sumitomo Mitsui Financial Group
Japan
$280K +$71.4K +586 +34%
LWM
510
Liberty Wealth Management
California
$279K
TC
511
Telemus Capital
Michigan
$279K +$279K +2,238 New
FFS
512
Founders Financial Securities
Maryland
$274K -$7.07M -57,981 -96%
NL
513
NWAM LLC
Washington
$272K -$71.2K -585 -21%
CRI
514
Colonial River Investments
Virginia
$272K -$23.7K -195 -8%
SFA
515
Sequoia Financial Advisors
Ohio
$272K +$272K +2,232 New
DTC
516
Davidson Trust Company
Washington
$271K -$9.62K -79 -3%
OPCM
517
Osborne Partners Capital Management
California
$271K +$44.1K +362 +19%
GA
518
Geller Advisors
New York
$270K +$974 +8 +0.4%
GIA
519
Gladstone Institutional Advisory
Florida
$270K +$270K +2,219 New
CAM
520
Cresset Asset Management
Illinois
$268K +$268K +2,200 New
GSIS
521
Global Strategic Investment Solutions
Arizona
$266K +$46.6K +383 +21%
CAM
522
Crestone Asset Management
Colorado
$266K +$266K +2,182 New
HS
523
Horan Securities
United States
$263K -$327K -2,691 -55%
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$262K -$82.9K -680 -24%
LA
525
LexAurum Advisors
Kansas
$262K -$6.21K -51 -2%