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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 %
BSW
501
Buckingham Strategic Wealth
Missouri
$551K -$38.3K -336 -6%
RIM
502
Regent Investment Management
Kentucky
$548K -$3.42K -30 -0.6%
VFA
503
Valeo Financial Advisors
Indiana
$541K +$107K +939 +25%
LJAC
504
L.J. Altfest & Co
New York
$541K +$24.6K +216 +5%
DT
505
Diversified Trust
Tennessee
$539K -$15.2K -133 -3%
Betterment LLC
506
Betterment LLC
New York
$539K +$302K +2,654 +128%
CT
507
Colonial Trust
South Carolina
$537K -$24.5K -215 -4%
4WM
508
4J Wealth Management
Virginia
$536K -$41K -360 -7%
PPP
509
Private Portfolio Partners
New Jersey
$535K -$7.29K -64 -1%
JSW
510
Journey Strategic Wealth
New Jersey
$533K -$542K -4,753 -50%
First Manhattan
511
First Manhattan
New York
$529K -$32.4K -284 -6%
SG
512
StoneX Group
New York
$527K -$319K -2,803 -38%
HT
513
HighTower Trust
Texas
$527K
PWA
514
Physician Wealth Advisors
Utah
$522K -$5.17K -43 -1%
WLIM
515
White Lighthouse Investment Management
Massachusetts
$519K -$67.5K -592 -12%
BTW
516
Boston Trust Walden
Massachusetts
$516K
CA
517
Crewe Advisors
Utah
$505K -$56.2K -493 -10%
AR
518
Apeiron RIA
Texas
$500K -$143K -1,259 -22%
ANBT
519
American National Bank & Trust
Texas
$499K
PWM
520
Paulson Wealth Management
Illinois
$497K -$27K -237 -5%
WSWA
521
Warren Street Wealth Advisors
California
$497K -$63.9K -561 -11%
LSA
522
Lansing Street Advisors
Pennsylvania
$490K -$81.1K -712 -14%
LFG
523
Larson Financial Group
Missouri
$485K -$222K -1,947 -31%
CWC
524
Carolinas Wealth Consulting
North Carolina
$478K -$160K -1,405 -25%
AIM
525
Anchor Investment Management
South Carolina
$468K +$11.4K +100 +2%