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iShares MSCI USA Quality Factor ETF

1,157 hedge funds and large institutions have $32.8B invested in iShares MSCI USA Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 506 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+118
Holders Change %
+11.36%
% of All Funds
16.96%
Holding in Top 10
207
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.89%
% of All Funds
3.03%
New
191
Increased
506
Reduced
353
Closed
56
Calls
$4.93M
Puts
$3.3M
Net Calls
+$1.63M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
276
Money Concepts Capital
Florida
$10.1M +$1.37M +9,320 +16%
BBWP
277
Beacon Bridge Wealth Partners
Pennsylvania
$9.99M +$2.39M +16,225 +31%
SCM
278
SCS Capital Management
Massachusetts
$9.99M +$9.99M +67,919 New
FAIM
279
Financial Advocates Investment Management
Washington
$9.97M +$436K +3,024 +5%
UWPG
280
Ullmann Wealth Partners Group
Florida
$9.77M -$849K -5,767 -8%
JSW
281
Journey Strategic Wealth
New Jersey
$9.74M +$410K +2,786 +4%
JFG
282
Jefferies Financial Group
New York
$9.48M +$2.29M +15,571 +32%
LCC
283
Lincoln Capital Corp
Rhode Island
$9.47M -$59.3K -403 -0.6%
SPIA
284
Strategic Point Investment Advisors
Rhode Island
$9.45M -$109K -742 -1%
ECA
285
Elevated Capital Advisors
Utah
$9.4M -$345K -2,347 -4%
SA
286
Scarborough Advisors
Maryland
$9.39M +$205K +1,394 +2%
RIA
287
Regal Investment Advisors
Michigan
$9.3M +$726K +4,932 +8%
IA
288
IFP Advisors
Florida
$9.29M +$4.98M +33,824 +116%
Lido Advisors
289
Lido Advisors
California
$9.13M -$972K -6,604 -10%
EC
290
EdgeRock Capital
Colorado
$9.1M -$713K -4,621 -7%
AC
291
Avestar Capital
New York
$9.05M -$2.03M -13,768 -18%
MA
292
Mutual Advisors
Nebraska
$9.05M +$1.27M +8,651 +16%
PWA
293
Pillar Wealth Advisors
Pennsylvania
$9.05M -$508K -3,452 -5%
GIA
294
Gladstone Institutional Advisory
Florida
$9.01M +$1M +6,800 +12%
AR
295
Apeiron RIA
Texas
$8.95M +$72.5K +493 +0.8%
SWA
296
Stratos Wealth Advisors
Ohio
$8.9M +$1.65M +11,204 +23%
EL
297
EQ LLC
Washington
$8.71M -$710K -4,827 -8%
Creative Planning
298
Creative Planning
Kansas
$8.6M +$81.5K +554 +1%
BEC
299
Blue Edge Capital
Virginia
$8.59M +$218K +1,479 +3%
FFWA
300
Forthright Family Wealth Advisory
Texas
$8.59M +$8.59M +58,351 New