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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 %
RFC
726
Regions Financial Corp
Alabama
-$282K -2,423 Closed
UBV
727
United Bank (Virginia)
Virginia
-$275K -2,366 Closed
APW
728
Austin Private Wealth
Texas
-$267K -2,296 Closed
HFA
729
High Falls Advisors
New York
-$260K -2,233 Closed
WT
730
Washington Trust
Rhode Island
-$248K -2,130 Closed
FWP
731
Firethorn Wealth Partners
Georgia
-$246K -2,114 Closed
TF
732
Trek Financial
Arizona
-$239K -2,053 Closed
STA
733
Summit Trail Advisors
New York
-$237K -2,038 Closed
BRWM
734
B. Riley Wealth Management
Tennessee
-$236K -2,030 Closed
SAM
735
Strategy Asset Managers
California
-$227K -1,957 Closed
BJL
736
Brighton Jones LLC
Washington
-$217K -1,868 Closed
I
737
INVST
Indiana
-$213K -1,833 Closed
AAMA
738
Advanced Asset Management Advisors
Ohio
-$205K -1,763 Closed
PFO
739
Pathstone Family Office
New Jersey
-$167K -1,436 Closed
PCA
740
Providence Capital Advisors
North Carolina
-$141K -1,211 Closed
HBT
741
Hills Bank & Trust
Iowa
-$134K -1,152 Closed
LWCFA
742
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$84K -720 Closed
ZB
743
Zions Bancorporation
Utah
-$67K -577 Closed
PS
744
Planned Solutions
California
-$45K -386 Closed
HWA
745
Heritage Wealth Advisors
Virginia
-$40K -343 Closed
GWMIA
746
Global Wealth Management Investment Advisory
Florida
-$35K -300 Closed
TPCW
747
TD Private Client Wealth
New York
-$31.5K -271 Closed
MCM
748
McMillion Capital Management
North Carolina
-$30K -260 Closed
MIM
749
Merrion Investment Management
New Jersey
-$29K -249 Closed
HI
750
Hudock Inc
Pennsylvania
-$26K -228 Closed