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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 %
KIA
426
KCM Investment Advisors
California
$891K -$28.5K -250 -3%
CMI
427
Clare Market Investments
Texas
$875K -$5.7K -50 -0.6%
SC
428
Stephens Consulting
Michigan
$874K -$167K -1,465 -16%
SPWG
429
Syntegra Private Wealth Group
Missouri
$868K +$868K +7,616 New
IAN
430
Integrated Advisors Network
Texas
$868K -$1.03K -9 -0.1%
VIA
431
Vident Investment Advisory
Georgia
$865K +$865K +7,589 New
WP
432
WealthShield Partners
North Carolina
$854K +$569K +4,993 +200%
Deutsche Bank
433
Deutsche Bank
Germany
$844K
D
434
Diversified
Delaware
$841K +$389K +3,411 +86%
MIH
435
Meitav Investment House
Israel
$841K
BCMO
436
Buckingham Capital Management (Ohio)
Ohio
$836K -$3.43M -30,096 -80%
DWMG
437
DB Wealth Management Group
California
$834K -$315K -2,761 -27%
TWA
438
Talisman Wealth Advisors
New Jersey
$832K +$832K +7,299 New
MFG
439
Magnus Financial Group
New York
$817K +$69.4K +609 +9%
NL
440
NWAM LLC
Washington
$816K -$152K -1,334 -16%
NEPPG
441
New England Professional Planning Group
Rhode Island
$808K +$419K +3,676 +108%
RCG
442
Regatta Capital Group
California
$783K -$360K -3,163 -32%
SS
443
Sunbelt Securities
Texas
$774K -$6.04K -53 -0.8%
AIP
444
Ahrens Investment Partners
Louisiana
$773K -$58.6K -514 -7%
WT
445
Washington Trust
Rhode Island
$767K
FIM
446
Fernwood Investment Management
Massachusetts
$760K
NF
447
Nikulski Financial
Iowa
$757K +$17.7K +155 +2%
HWM
448
HB Wealth Management
Georgia
$755K +$522K +4,580 +224%
BB
449
Busey Bank
Illinois
$751K -$19.8K -174 -3%
FSA
450
Fort Sheridan Advisors
Illinois
$747K -$228 -2 -0%