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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 %
FCM
476
Fortis Capital Management
Washington
$4.16M +$8.37K +49 +0.2%
MSA
477
Marino Stram & Associates
Massachusetts
$4.13M +$167K +980 +4%
PI
478
PineBridge Investments
New York
$4.12M -$278K -1,626 -6%
C1AG
479
Client 1st Advisory Group
Florida
$4.1M +$1.05M +6,128 +34%
GM
480
GeoWealth Management
Illinois
$4.07M -$14.9M -87,412 -79%
CAL
481
Capital Analysts LLC
Pennsylvania
$4M +$1.88M +11,025 +89%
CC
482
Copperleaf Capital
North Carolina
$3.94M +$1.48M +8,696 +60%
CAG
483
Crestwood Advisors Group
Massachusetts
$3.94M +$2M +11,711 +103%
WF
484
Warner Financial
Maryland
$3.92M +$8.71K +51 +0.2%
FCBT
485
First Citizens Bank & Trust
North Carolina
$3.91M -$1.16M -6,809 -23%
KWM
486
Kingsview Wealth Management
Oregon
$3.91M +$3.15M +18,472 +417%
AWAU
487
Alliance Wealth Advisors (Utah)
Utah
$3.87M +$430K +2,521 +13%
MWM
488
MorganRosel Wealth Management
Colorado
$3.84M -$172K -1,010 -4%
WIC
489
Woodmont Investment Counsel
Tennessee
$3.8M -$156K -911 -4%
CWP
490
Cyndeo Wealth Partners
Florida
$3.8M +$1.55M +9,106 +69%
CWM
491
Cornerstone Wealth Management
Missouri
$3.79M +$87.1K +510 +2%
PTC
492
Private Trust Company
Ohio
$3.76M +$152K +891 +4%
KWS
493
Keystone Wealth Services
California
$3.75M +$246K +1,440 +7%
TAM
494
Titleist Asset Management
Texas
$3.74M +$3.13M +18,330 +514%
KAS
495
KPP Advisory Services
Kentucky
$3.74M +$32.3K +189 +0.9%
AFG
496
Atomi Financial Group
New York
$3.73M +$271K +1,586 +8%
IFWM
497
Institute for Wealth Management
Colorado
$3.72M -$352K -2,064 -9%
AWA
498
Arete Wealth Advisors
Illinois
$3.71M -$82.7K -484 -2%
BPA
499
Beacon Pointe Advisors
California
$3.67M -$84.9K -497 -2%
AWM
500
Axxcess Wealth Management
California
$3.66M +$2.27M +13,305 +164%