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iShares MSCI USA Quality Factor ETF

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EFL
301
ERn Financial LLC
Wisconsin
$11.1M -$304K -1,781 -3%
Creative Planning
302
Creative Planning
Kansas
$11.1M +$470K +2,754 +4%
APA
303
Astoria Portfolio Advisors
New York
$11.1M -$2.12M -12,392 -16%
CFO
304
Custos Family Office
Texas
$11M +$1.58M +9,228 +17%
EC
305
EdgeRock Capital
Colorado
$11M -$71.5K -419 -0.6%
SRC
306
Shufro Rose & Co
New York
$10.9M +$287K +1,683 +3%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$10.8M +$2M +11,663 +23%
SWM
308
Spire Wealth Management
Virginia
$10.8M -$2.1M -12,286 -16%
PCIG
309
Partners Capital Investment Group
Massachusetts
$10.7M +$5.07M +29,611 +90%
SL
310
Sentinus LLC
Illinois
$10.7M +$349K +2,043 +3%
UWPG
311
Ullmann Wealth Partners Group
Florida
$10.6M -$353K -2,067 -3%
GIA
312
Gladstone Institutional Advisory
Florida
$10.5M +$110K +645 +1%
FFWA
313
Forthright Family Wealth Advisory
Texas
$10.4M +$91.2K +534 +0.9%
WPW
314
Watershed Private Wealth
Illinois
$10.4M +$646K +3,781 +7%
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$10.3M +$762K +4,464 +8%
MW
316
Maia Wealth
Colorado
$10.2M +$10.2M +58,165 New
AR
317
Apeiron RIA
Texas
$10M +$777K +4,550 +8%
SWM
318
Scissortail Wealth Management
Oklahoma
$9.99M +$71.5K +419 +0.7%
WA
319
Waverly Advisors
Alabama
$9.96M +$9.75M +57,079 +4,637%
CG
320
Caprock Group
Idaho
$9.95M +$2.64M +15,475 +36%
CWG
321
Crown Wealth Group
North Carolina
$9.92M -$283K -1,655 -3%
VA
322
Vident Advisory
Georgia
$9.91M +$1.53M +8,959 +18%
ECA
323
Elevated Capital Advisors
Utah
$9.86M +$37.6K +220 +0.4%
SWP
324
ShoreHaven Wealth Partners
New Jersey
$9.82M +$557K +3,262 +6%
NW
325
NewEdge Wealth
Pennsylvania
$9.73M -$48.5K -284 -0.5%