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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 %
BRWA
201
B. Riley Wealth Advisors
Florida
$4.66M +$651K +5,344 +16%
RVPG
202
Relative Value Partners Group
$4.48M -$35.3K -290 -0.8%
OWA
203
Outlook Wealth Advisors
Texas
$4.48M -$3.23M -26,512 -42%
MFG
204
Merit Financial Group
Georgia
$4.41M +$1.43M +11,711 +48%
WCG
205
Wall Capital Group
Arizona
$4.41M +$72.3K +594 +2%
BCMO
206
Buckingham Capital Management (Ohio)
Ohio
$4.31M -$163K -1,337 -4%
CG
207
Caprock Group
Idaho
$4.27M
NA
208
NewEdge Advisors
Louisiana
$4.24M -$2.7M -22,152 -39%
GRP
209
Global Retirement Partners
California
$4.21M -$753K -6,185 -15%
TI
210
tru Independence
Oregon
$4.15M +$3.87M +31,754 +1,381%
MCM
211
MAI Capital Management
Ohio
$4.12M +$42.4K +348 +1%
CFA
212
Carroll Financial Associates
North Carolina
$4.11M +$174K +1,431 +4%
FFG
213
Ford Financial Group
California
$4.07M +$118K +972 +3%
CA
214
CGN Advisors
Kansas
$4.05M +$32.1K +264 +0.8%
GP
215
Geneva Partners
Wisconsin
$4.05M +$37.5K +308 +0.9%
Prudential Financial
216
Prudential Financial
New Jersey
$4.04M -$178K -1,464 -4%
LNB
217
Ledyard National Bank
$4.03M -$93.9K -771 -2%
UCFA
218
United Capital Financial Advisors
Texas
$3.98M -$946K -7,765 -19%
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$3.95M -$1.41M -11,600 -26%
MFG
220
Monumental Financial Group
Maryland
$3.86M +$3.86M +31,681 New
SB
221
Strategic Blueprint
Georgia
$3.83M -$546K -4,487 -12%
SW
222
SlateStone Wealth
Florida
$3.78M +$110K +901 +3%
DWM
223
Doyle Wealth Management
Florida
$3.71M +$1.4M +11,506 +61%
IWM
224
IHT Wealth Management
Illinois
$3.69M +$138K +1,130 +4%
GWM
225
Geneos Wealth Management
Colorado
$3.69M -$98.5K -772 -3%