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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 %
TFM
401
Trademark Financial Management
Minnesota
$6.21M +$320K +1,874 +5%
ONB
402
Old National Bancorp
Indiana
$6.19M -$514K -3,012 -8%
FAM
403
Formidable Asset Management
Ohio
$6.17M +$1.57M +9,180 +34%
CCA
404
Cora Capital Advisors
New Jersey
$6.04M -$170K -995 -3%
MCM
405
MAI Capital Management
Ohio
$6.02M +$94.4K +553 +2%
EFG
406
Ethos Financial Group
Pennsylvania
$6.01M -$5.29K -31 -0.1%
CWM
407
Certus Wealth Management
California
$5.98M +$1.91M +11,162 +47%
SVWG
408
Shared Vision Wealth Group
United States
$5.96M +$176K +1,028 +3%
SQA
409
Simon Quick Advisors
New Jersey
$5.87M +$104K +609 +2%
HCM
410
Highview Capital Management
Illinois
$5.81M +$1.69M +9,914 +41%
BBA
411
Braun-Bostich & Associates
Pennsylvania
$5.78M +$2.95M +17,283 +104%
TFA
412
Tranquilli Financial Advisor
New Jersey
$5.76M -$208K -1,218 -3%
PLU
413
Performa Ltd (US)
South Carolina
$5.76M +$259K +1,516 +5%
VCP
414
Verus Capital Partners
Arizona
$5.76M +$1.17M +6,875 +26%
AF
415
Advisornet Financial
Minnesota
$5.75M +$555K +3,250 +11%
PWA
416
Pillar Wealth Advisors
Pennsylvania
$5.73M -$4.06M -23,760 -41%
CA
417
CoreCap Advisors
Michigan
$5.7M +$256K +1,497 +5%
PSCM
418
Per Stirling Capital Management
Texas
$5.68M -$1.31M -7,690 -19%
IC
419
Inscription Capital
Texas
$5.66M +$13.3K +78 +0.2%
BAM
420
BOS Asset Management
Illinois
$5.64M +$856K +5,014 +18%
GWP
421
Gen-Wealth Partners
Michigan
$5.56M +$37.7K +221 +0.7%
LIM
422
Leavell Investment Management
Alabama
$5.52M +$658K +3,852 +14%
AWE
423
Avidian Wealth Enterprises
Texas
$5.47M -$40K -234 -0.7%
VIM
424
Vista Investment Management
Pennsylvania
$5.47M +$143K +840 +3%
FA
425
FDx Advisors
Illinois
$5.44M +$427K +2,498 +9%