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iShares MSCI USA Quality Factor ETF

820 hedge funds and large institutions have $13.8B invested in iShares MSCI USA Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 244 increasing their positions, 350 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+19
Holders Change %
+2.37%
% of All Funds
13.23%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.6%
New
106
Increased
244
Reduced
350
Closed
71
Calls
$2.2M
Puts
$7.72M
Net Calls
-$5.52M
Net Calls Change
-$7M
Name Holding Trade Value Shares
Change
Shares
Change %
EE
376
EWG Elevate
California
$1.35M +$127K +1,115 +10%
FEG
377
Financial Enhancement Group
Indiana
$1.35M -$52.3K -424 -4%
CPC
378
Consolidated Planning Corp
Georgia
$1.34M
RA
379
RFG Advisory
Alabama
$1.33M +$198K +1,591 +18%
FCP
380
Fidelis Capital Partners
Florida
$1.31M +$1.31M +11,316 New
9WM
381
9258 Wealth Management
Ohio
$1.29M -$6.61K -58 -0.5%
TWM
382
Thrive Wealth Management
Pennsylvania
$1.28M -$26.2M -230,253 -95%
RPGK
383
Retirement Planning Group (Kansas)
Kansas
$1.27M -$57.2K -502 -4%
MHB
384
Midwest Heritage Bank
Iowa
$1.26M -$125K -1,094 -9%
TP
385
Tranquility Partners
Tennessee
$1.25M -$351K -3,076 -22%
FPGK
386
Financial Partners Group (Kansas)
Kansas
$1.25M +$75.1K +605 +6%
SWM
387
Sugarloaf Wealth Management
Georgia
$1.23M -$1.08M -9,510 -47%
LNC
388
Lincoln National Corp
Pennsylvania
$1.23M +$166K +1,454 +16%
SFP
389
Shepherd Financial Partners
Massachusetts
$1.21M -$1.45M -12,746 -54%
MWM
390
Mattern Wealth Management
Kansas
$1.21M
GVAG
391
Great Valley Advisor Group
Delaware
$1.2M +$35.3K +310 +3%
KP
392
Keel Point
Alabama
$1.19M -$225K -1,971 -16%
WQ
393
Wealth Quarterback
New Jersey
$1.15M -$148K -1,296 -11%
TC
394
Trust Company
Kansas
$1.14M +$17.9K +157 +2%
HWMA
395
Heritage Wealth Management (Arizona)
Arizona
$1.13M +$537K +4,709 +90%
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$1.13M -$116K -1,020 -9%
FAM
397
Formidable Asset Management
Ohio
$1.12M +$114 +1 +0%
JWBC
398
John W. Brooker & Co
California
$1.12M +$99.6K +874 +10%
MWM
399
MBE Wealth Management
Wisconsin
$1.09M -$30.5K -268 -3%
WFA
400
Wells Financial Advisors
Massachusetts
$1.09M -$8.53M -74,845 -89%