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iShares MSCI USA Quality Factor ETF

1,039 hedge funds and large institutions have $27B invested in iShares MSCI USA Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 334 increasing their positions, 448 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+40
Holders Change %
+4%
% of All Funds
16.57%
Holding in Top 10
185
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.78%
% of All Funds
2.95%
New
110
Increased
334
Reduced
448
Closed
55
Calls
$3.72M
Puts
$3.18M
Net Calls
+$538K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
501
Ausdal Financial Partners
Iowa
$1.84M -$37.7K -286 -2%
RCM
502
Raleigh Capital Management
North Carolina
$1.83M -$424K -3,214 -19%
CAM
503
Concorde Asset Management
Michigan
$1.83M -$392K -2,992 -18%
SMG
504
Smart Money Group
Texas
$1.83M -$14.5K -110 -0.8%
CFG
505
Cooper Financial Group
California
$1.82M -$220K -1,669 -11%
TC
506
Trust Company
Kansas
$1.82M +$23.1K +175 +1%
MFG
507
Magnus Financial Group
New York
$1.82M -$184K -1,394 -9%
CAL
508
Capital Analysts LLC
Pennsylvania
$1.77M -$613K -4,653 -26%
CFD
509
Creative Financial Designs
Indiana
$1.77M -$342K -2,595 -16%
VCP
510
Verus Capital Partners
Arizona
$1.76M -$260K -1,976 -13%
JPG
511
Jordan Park Group
California
$1.74M -$686K -5,202 -28%
PIM
512
Provident Investment Management
Michigan
$1.73M +$37.7K +286 +2%
PCA
513
Peddock Capital Advisors
Massachusetts
$1.72M +$183K +1,391 +12%
WCG
514
Wall Capital Group
Arizona
$1.71M -$95.5K -705 -5%
KPWS
515
Kestra Private Wealth Services
Texas
$1.71M +$1.34M +10,173 +366%
KFGK
516
Keystone Financial Group (Kentucky)
Kentucky
$1.68M +$83.3K +632 +5%
D
517
Dentgroup
Louisiana
$1.67M -$377K -2,863 -18%
AIP
518
Almanack Investment Partners
Pennsylvania
$1.66M -$1.32K -10 -0.1%
EWA
519
Exencial Wealth Advisors
Oklahoma
$1.66M -$106K -807 -6%
NCM
520
Northwest Capital Management
Oregon
$1.65M +$151K +1,143 +10%
CM
521
Columbus Macro
Pennsylvania
$1.64M -$169K -1,278 -9%
USCWA
522
U.S. Capital Wealth Advisors
Texas
$1.64M -$263K -1,996 -14%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$1.62M -$492K -3,736 -23%
T
524
TRUADVICE
Florida
$1.62M -$998K -7,246 -38%
WWP
525
Waypoint Wealth Partners
California
$1.61M