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iShares MSCI USA Quality Factor ETF

801 hedge funds and large institutions have $12.4B invested in iShares MSCI USA Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 302 increasing their positions, 313 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-32
Holders Change %
-3.84%
% of All Funds
13.85%
Holding in Top 10
100
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.17%
% of All Funds
1.73%
New
47
Increased
302
Reduced
313
Closed
68
Calls
$1.73M
Puts
$239K
Net Calls
+$1.49M
Net Calls Change
+$8.75M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
451
P.J. Schmidt Investment Management (PJS)
Wisconsin
$677K -$218K -2,004 -24%
NF
452
Nikulski Financial
Iowa
$674K +$20.8K +200 +3%
VAS
453
Vestmark Advisory Solutions
Massachusetts
$668K -$1.56M -14,960 -70%
GEA
454
Glen Eagle Advisors
New Jersey
$665K -$28.5K -274 -4%
VWA
455
Visionary Wealth Advisors
Illinois
$660K -$11.4K -110 -2%
CCA
456
Clearwater Capital Advisors
Illinois
$654K +$19.3K +186 +3%
TWM
457
Tolleson Wealth Management
Texas
$651K
DAS
458
Dynamic Advisor Solutions
Arizona
$650K -$423K -4,066 -39%
LFG
459
Larson Financial Group
Missouri
$644K -$15.4K -148 -2%
WMR
460
Wealth Management Resources
Rhode Island
$636K
PFO
461
Pathstone Family Office
New Jersey
$634K +$317K +3,047 +100%
MWM
462
Mascoma Wealth Management
New Hampshire
$633K -$11.4K -110 -2%
Qube Research & Technologies (QRT)
463
Qube Research & Technologies (QRT)
United Kingdom
$628K +$628K +6,046 New
AWC
464
Adamsbrown Wealth Consultants
Kansas
$624K -$408K -3,931 -40%
TA
465
TKG Advisors
Indiana
$617K -$30.8K -296 -5%
PGFC
466
Peapack-Gladstone Financial Corp
New Jersey
$605K +$162K +1,555 +36%
FCA
467
FLC Capital Advisors
California
$602K
NCM
468
NCM Capital Management
New Jersey
$600K
AR
469
Apeiron RIA
Texas
$591K +$591K +5,646 New
SHJ
470
Sharkey, Howes & Javer
Colorado
$589K
JAG
471
Journey Advisory Group
Kentucky
$589K
CWC
472
Carolinas Wealth Consulting
North Carolina
$582K +$202K +1,938 +53%
HCM
473
Highview Capital Management
Illinois
$575K +$32.2K +310 +6%
BCM
474
Beck Capital Management
Texas
$569K -$13.3K -128 -2%
Principal Financial Group
475
Principal Financial Group
Iowa
$569K