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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 %
AIC
626
Archer Investment Corporation
Indiana
$47.1K
PFA
627
Professional Financial Advisors
Nebraska
$46K -$77.1K -632 -63%
AA
628
Ancora Advisors
Ohio
$46K +$7.13K +58 +18%
SWP
629
ShoreHaven Wealth Partners
New Jersey
$45K +$245 +2 +0.5%
PCIA
630
Prime Capital Investment Advisors
Kansas
$44K -$14.9K -122 -25%
BHWM
631
Bay Harbor Wealth Management
Maryland
$43K -$35.5K -294 -45%
FPS
632
Fieldpoint Private Securities
Connecticut
$43K +$43K +350 New
LDFR
633
Lehman & Derafelo Financial Resources
Pennsylvania
$42K
BWL
634
Bogart Wealth LLC
Virginia
$41K +$41K +338 New
IWP
635
IAG Wealth Partners
Wisconsin
$39K
JFA
636
JNBA Financial Advisors
Minnesota
$39K +$966 +8 +3%
TFGT
637
TS Financial Group (TSFG)
Illinois
$35K -$82K -675 -70%
VBCG
638
Valley Brook Capital Group
Pennsylvania
$33K +$33K +275 New
NCM
639
New Capital Management
Texas
$32K +$32K +262 New
MHR
640
Matthew Hamilton Rosenberg
$31K
QCG
641
Quadrant Capital Group
Ohio
$30K +$30K +250 New
TH
642
TCTC Holdings
Texas
$26K
WWM
643
Wagner Wealth Management
South Carolina
$26K +$26K +215 New
FWP
644
FAS Wealth Partners
Kansas
$25K
AWM
645
Accel Wealth Management
Iowa
$24K
CBT
646
CoreFirst Bank & Trust
Kansas
$24K
M
647
MOTCO
Texas
$22K
ADIM
648
Alpha DNA Investment Management
Maryland
$21K -$22.8K -195 -52%
JWM
649
Janiczek Wealth Management
Colorado
$21K +$21K +169 New
TWA
650
TCI Wealth Advisors
Arizona
$19K +$19K +156 New