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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 %
PP
551
Prudential plc
United Kingdom
$419K -$12.5K -110 -3%
CSWM
552
Cassady Schiller Wealth Management
Ohio
$418K -$50.5K -443 -11%
RIA
553
Regal Investment Advisors
Michigan
$418K -$71K -623 -15%
AWM
554
Aprio Wealth Management
Georgia
$417K +$417K +3,659 New
G
555
GenTrust
Florida
$414K
MW
556
MBL Wealth
North Carolina
$414K -$86.6K -759 -17%
MWM
557
Mission Wealth Management
California
$413K -$60.7K -533 -13%
SCP
558
Syntal Capital Partners
Texas
$410K
FWCM
559
Ferguson Wellman Capital Management
Oregon
$408K +$408K +3,581 New
FFA
560
Farther Finance Advisors
California
$408K +$408K +3,577 New
CA
561
Claro Advisors
Massachusetts
$406K +$406K +3,560 New
SWM
562
Spire Wealth Management
Virginia
$400K +$73.2K +643 +22%
AWC
563
Adamsbrown Wealth Consultants
Kansas
$399K -$285K -2,505 -42%
MG
564
Mather Group
Illinois
$392K -$71.3K -626 -15%
SFA
565
Sequoia Financial Advisors
Ohio
$392K
AL
566
Aspiriant LLC
California
$391K
FNWM
567
Financial Network Wealth Management
Utah
$391K
FNT
568
First National Trust
Pennsylvania
$389K +$125K +1,100 +48%
PCM
569
Parsons Capital Management
Rhode Island
$388K -$32.1K -282 -8%
CAAS
570
Capital Asset Advisory Services
Michigan
$385K -$30.9K -271 -7%
BOPW
571
Brandywine Oak Private Wealth
Pennsylvania
$385K +$2.17K +19 +0.6%
FCM
572
Firestone Capital Management
Florida
$383K +$2.96K +26 +0.8%
VAS
573
Vestmark Advisory Solutions
Massachusetts
$376K -$356K -3,122 -49%
SIC
574
Salem Investment Counselors
North Carolina
$371K +$147K +1,294 +66%
WIC
575
Whitegate Investment Counselors
New Hampshire
$370K