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iShares MSCI USA Quality Factor ETF

1,157 hedge funds and large institutions have $32.8B invested in iShares MSCI USA Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 506 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+118
Holders Change %
+11.36%
% of All Funds
16.96%
Holding in Top 10
207
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.89%
% of All Funds
3.03%
New
191
Increased
506
Reduced
353
Closed
56
Calls
$4.93M
Puts
$3.3M
Net Calls
+$1.63M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
426
PFG Private Wealth Management
Florida
$3.95M +$3.94M +26,769 +29,416%
CGFA
427
Colton Groome Financial Advisors
North Carolina
$3.94M -$2.38M -16,155 -38%
AC
428
Annandale Capital
Texas
$3.93M -$20.9K -142 -0.5%
WFAG
429
Worth Financial Advisory Group
North Carolina
$3.93M -$76.7K -521 -2%
SW
430
Simplicity Wealth
New Jersey
$3.9M +$1.05M +7,139 +37%
PIA
431
Panoramic Investment Advisors
Colorado
$3.9M -$198K -1,348 -5%
TWA
432
TCI Wealth Advisors
Arizona
$3.87M -$95.3K -648 -2%
BCG
433
Breakwater Capital Group
New Jersey
$3.85M +$7.11K +47 +0.2%
ARC
434
Advisor Resource Council
Texas
$3.83M +$3.83M +26,027 New
DWT
435
Dorsey & Whitney Trust
South Dakota
$3.82M -$883 -6 -0%
AP
436
Adero Partners
California
$3.78M -$111K -755 -3%
AC
437
Allstate Corporation
Illinois
$3.75M +$1.52M +10,358 +68%
CA
438
Claro Advisors
Massachusetts
$3.74M +$1.22M +8,317 +49%
IFWM
439
Institute for Wealth Management
Colorado
$3.73M +$44.6K +303 +1%
CPIG
440
Chicago Partners Investment Group
Illinois
$3.71M -$72K -476 -2%
WIC
441
Woodmont Investment Counsel
Tennessee
$3.69M -$547K -3,721 -13%
O3W
442
Omni 360 Wealth
New Jersey
$3.65M +$3.65M +24,810 New
First Trust Advisors
443
First Trust Advisors
Illinois
$3.65M -$89.9K -611 -2%
IA
444
IFG Advisory
Georgia
$3.63M +$420K +2,855 +13%
Pictet Asset Management
445
Pictet Asset Management
Switzerland
$3.63M -$94.2K -640 -3%
KCM
446
KM Capital Management
Texas
$3.61M +$3.61M +24,543 New
FCM
447
Fortis Capital Management
Washington
$3.57M +$24.3K +165 +0.7%
IFA
448
Interactive Financial Advisors
Illinois
$3.56M +$1.33M +40,601 +60%
AWM
449
Aries Wealth Management
Maine
$3.52M +$127K +863 +4%
VCP
450
Verus Capital Partners
Arizona
$3.49M +$1.53M +10,375 +78%