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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 %
CFD
526
Creative Financial Designs
Indiana
$262K +$48.3K +396 +23%
BA
527
Bellwether Advisors
Nebraska
$257K -$19.4K -160 -7%
AW
528
Avion Wealth
Texas
$257K
SS
529
Sunbelt Securities
Texas
$256K -$5.49K -45 -2%
TLFA
530
True Link Financial Advisors
California
$255K -$29.1K -239 -10%
MWM
531
Mission Wealth Management
California
$255K +$255K +2,092 New
SPAS
532
Spectrum Planning & Advisory Services
California
$254K +$254K +2,089 New
GIA
533
Goodwin Investment Advisory
Georgia
$252K -$317K -2,605 -56%
JGIA
534
Jackson Grant Investment Advisers
Connecticut
$247K +$32.5K +267 +15%
CAM
535
Concorde Asset Management
Michigan
$246K -$1.34K -11 -0.5%
MWM
536
Meridian Wealth Management
Kentucky
$246K +$246K +2,020 New
WIA
537
World Investment Advisors
California
$243K +$12.5K +99 +5%
FNBT
538
FineMark National Bank & Trust
Florida
$241K +$23.2K +191 +11%
FFC
539
Fure Financial Corporation
Minnesota
$240K -$48.2K -397 -17%
HA
540
HYA Advisors
Missouri
$239K
YIH
541
Y-Intercept (HK)
Hong Kong
$239K +$239K +1,965 New
GCM
542
Gibraltar Capital Management
Oklahoma
$238K -$5.9M -47,938 -96%
VFA
543
Valeo Financial Advisors
Indiana
$235K -$44.9K -369 -16%
LG
544
Leuthold Group
Minnesota
$235K -$37.7K -309 -14%
LSPW
545
Lake Street Private Wealth
Illinois
$233K +$5.24K +43 +2%
OAM
546
Oppenheimer Asset Management
New York
$232K +$8.67K +71 +4%
Jane Street
547
Jane Street
New York
$230K -$1.9M -15,642 -89%
WWM
548
WJ Wealth Management
Arizona
$227K -$86K -705 -27%
BL
549
Balentine LLC
Georgia
$227K +$227K +1,863 New
AWA
550
Alaska Wealth Advisors
Alaska
$224K -$24.3K -199 -10%