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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 %
S
576
SignatureFD
Georgia
$178K -$94.8K -780 -35%
CWM
577
Consultiva Wealth Management
Puerto Rico
$178K
FCM
578
Firestone Capital Management
Florida
$158K
APC
579
Aspire Private Capital
North Carolina
$155K +$151K +1,242 +3,764%
OCM
580
Orion Capital Management
California
$144K -$6.7K -55 -4%
PWMG
581
Prestige Wealth Management Group
New Jersey
$141K
SCA
582
Stonebridge Capital Advisors
Minnesota
$137K +$137K +1,124 New
Simplex Trading
583
Simplex Trading
Illinois
$134K +$134K +1,105 New
MPCG
584
Matrix Private Capital Group
New York
$128K +$732 +6 +0.6%
AWA
585
Arkadios Wealth Advisors
Georgia
$121K +$36.9K +304 +44%
ONST
586
Old North State Trust
North Carolina
$119K -$130K -1,033 -52%
Kayne Anderson Rudnick Investment Management
587
Kayne Anderson Rudnick Investment Management
California
$116K
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$113K -$15.3K -126 -12%
OSAM
589
O'Shaughnessy Asset Management
Connecticut
$113K +$12.2K +100 +12%
SSC
590
Syverson Strege & Co
Iowa
$113K +$30.8K +253 +37%
FFA
591
Founders Financial Alliance
North Carolina
$110K -$24.4K -194 -18%
RG
592
Retirement Group
California
$107K
ICM
593
Islay Capital Management
Texas
$106K
CCP
594
Clarkston Capital Partners
Michigan
$105K +$105K +865 New
CA
595
Clearstead Advisors
Ohio
$103K -$452K -3,710 -81%
CB
596
CNB Bank
Pennsylvania
$103K
AWM
597
Avior Wealth Management
Nebraska
$103K +$66.5K +551 +182%
SSB
598
Sandy Spring Bank
Maryland
$102K +$9.74K +80 +11%
AFS
599
Annapolis Financial Services
Maryland
$94K +$2.32K +19 +3%
LWP
600
Laurel Wealth Planning
Minnesota
$93K +$9.94K +82 +12%