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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 %
FFG
401
Ford Financial Group
California
$1.09M -$5.24K -46 -0.5%
UWM
402
USAdvisors Wealth Management
Minnesota
$1.08M +$35.5K +311 +3%
MWM
403
MorganRosel Wealth Management
Colorado
$1.04M -$1.3M -11,398 -55%
ATC
404
Argent Trust Co
Tennessee
$1.04M
EPA
405
Element Pointe Advisors
Florida
$1.04M +$1.04M +9,093 New
ECM
406
Evergreen Capital Management
Washington
$1.03M +$83.2K +730 +9%
EA
407
Ergawealth Advisors
Illinois
$1.01M +$1.01M +8,862 New
PC
408
Permanens Capital
New York
$999K
QC
409
Quent Capital
New York
$988K +$479K +4,202 +94%
FCFC
410
First Citizens Financial Corp
Iowa
$987K +$45.2K +397 +5%
ACA
411
Ackerman Capital Advisors
Texas
$986K +$2.96K +26 +0.3%
FCH
412
Freestone Capital Holdings
Washington
$960K -$10.7K -94 -1%
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$958K -$103K -900 -10%
WMS
414
Wealth Management Solutions
Pennsylvania
$954K +$712K +6,250 +295%
WDG
415
Wealth Dimensions Group
Ohio
$950K -$60.2K -528 -6%
AWC
416
Abundance Wealth Counselors
Pennsylvania
$944K -$271K -2,378 -22%
FFBTD
417
First Financial Bank - Trust Division
Ohio
$944K -$68.1K -597 -7%
BFA
418
Beacon Financial Advisory
Ohio
$937K -$1.02M -8,982 -52%
MAM
419
Madison Asset Management
Wisconsin
$930K -$2.79M -24,517 -75%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$926K
VCP
421
Verus Capital Partners
Arizona
$922K -$188K -1,646 -17%
CAM
422
Cozad Asset Management
Illinois
$907K -$27.9K -245 -3%
WPW
423
Waldron Private Wealth
Pennsylvania
$906K
RMAM
424
Raab & Moskowitz Asset Management
New Jersey
$897K -$65.5K -575 -7%
PCA
425
Peddock Capital Advisors
Massachusetts
$893K +$17.2K +151 +2%