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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 %
JCM
601
Jacobi Capital Management
Pennsylvania
$92K +$21.8K +180 +31%
CHA
602
Carmichael Hill & Associates
Maryland
$91K +$15.3K +126 +20%
IFAM
603
Institutional & Family Asset Management
Colorado
$89K -$54.5K -448 -38%
BSG
604
Black Swift Group
Colorado
$89K +$89K +727 New
PFP
605
Pinnacle Financial Partners
Tennessee
$85K
BCWM
606
Bartlett & Co Wealth Management
Ohio
$83.4K +$63.9K +525 +328%
BC
607
Bartlett & Co
Ohio
$83K +$63.6K +525 +328%
CIA
608
Choate Investment Advisors
Massachusetts
$82K +$82K +673 New
SMG
609
Spectrum Management Group
Indiana
$80K -$273K -2,249 -77%
SQA
610
Simon Quick Advisors
New Jersey
$79K +$47.6K +395 +152%
FPFS
611
First Personal Financial Services
North Carolina
$70K
AIM
612
Anchor Investment Management
South Carolina
$69.8K
CB
613
Community Bank
New York
$67K +$42.6K +350 +175%
TRCT
614
Tower Research Capital (TRC)
New York
$65K -$1.26M -10,268 -95%
Jones Financial Companies
615
Jones Financial Companies
Missouri
$64K -$9.39K -77 -13%
HNB
616
Huntington National Bank
Ohio
$61K -$67K
KPCM
617
Kings Point Capital Management
New York
$61K
RIM
618
Rockbridge Investment Management
New York
$60K
TA
619
Tectonic Advisors
Texas
$60K +$60K +490 New
1WM
620
1900 Wealth Management
Texas
$58.9K -$4.85K -39,815 -8%
CFO
621
CVA Family Office
Colorado
$57K +$37.3K +305 +189%
AWM
622
AllSquare Wealth Management
New York
$52K
SNT
623
Security National Trust
West Virginia
$51K -$19.8K -161 -28%
CFB
624
Cullen/Frost Bankers
Texas
$51K
IRC
625
Investors Research Corp
Georgia
$49K +$27K +222 +123%