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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 %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$224K -$20.9K -172 -9%
SEIA
552
Signature Estate & Investment Advisors
California
$222K -$811K -6,660 -79%
JFS
553
JD Financial Services
Pennsylvania
$221K -$65K -534 -23%
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$221K -$4.15K -34 -2%
EWA
555
EP Wealth Advisors
California
$220K +$87.5K +720 +66%
BS
556
Boenning & Scattergood
Pennsylvania
$219K +$219K +1,796 New
NEPWA
557
New England Private Wealth Advisors
Massachusetts
$217K +$217K +1,785 New
BCA
558
Biltmore Capital Advisors
New Jersey
$213K -$558K -4,579 -72%
WP
559
WealthPLAN Partners
Nebraska
$213K -$45.6K -358 -18%
FNWM
560
Financial Network Wealth Management
Utah
$213K
CA
561
Cambridge Advisors
Nebraska
$212K -$94.6K -777 -31%
SFSG
562
Sound Financial Strategies Group
Mississippi
$211K +$211K +1,736 New
GCP
563
GSA Capital Partners
United Kingdom
$210K +$210K +1,727 New
BCM
564
BTR Capital Management
California
$209K -$36.6K -300 -15%
FWM
565
Frontier Wealth Management
Missouri
$209K +$209K +1,720 New
NA
566
Nottingham Advisors
New York
$207K +$207K +1,703 New
CL
567
CPWM LLC
Washington
$206K +$206K +1,691 New
KCPG
568
Kavar Capital Partners Group
Kansas
$204K +$204K +1,679 New
CRC
569
Curi RMB Capital
Illinois
$203K +$203K +1,669 New
KFC
570
Klingenstein Fields & Co
New York
$202K +$202K +1,658 New
SW
571
SteelPeak Wealth
California
$201K -$170K -1,393 -46%
PGAM
572
Princeton Global Asset Management
New Jersey
$192K
VCM
573
Vigilant Capital Management
Maine
$188K +$73.8K +606 +65%
BWP
574
Baldwin Wealth Partners
Massachusetts
$186K +$42.2K +347 +29%
TWP
575
TFO Wealth Partners
Ohio
$179K +$122K +1,000 +213%