QUAL icon

iShares MSCI USA Quality Factor ETF

999 hedge funds and large institutions have $28.3B invested in iShares MSCI USA Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 448 increasing their positions, 298 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+88
Holders Change %
+9.66%
% of All Funds
15.75%
Holding in Top 10
180
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+20%
% of All Funds
2.84%
New
134
Increased
448
Reduced
298
Closed
43
Calls
$5.31M
Puts
$3.24M
Net Calls
+$2.07M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Shares
Change %
GSC
576
G&S Capital
Colorado
$1.08M +$1.08M +8,005 New
SWM
577
Silverlake Wealth Management
Vermont
$1.05M +$131K +971 +14%
FHC
578
First Heartland Consultants
Missouri
$1.04M +$25.9K +192 +3%
FFBTD
579
First Financial Bank - Trust Division
Ohio
$1.04M -$56.1K -416 -5%
FGA
580
Fortis Group Advisors
New Jersey
$1.04M +$1.04M +7,696 New
GT
581
Glenview Trust
Kentucky
$1.04M +$409K +3,030 +65%
KIA
582
KCM Investment Advisors
California
$1.02M -$171K -1,266 -14%
Principal Financial Group
583
Principal Financial Group
Iowa
$1.02M
IAN
584
Integrated Advisors Network
Texas
$1.02M -$2.43K -18 -0.2%
JSL
585
JT Stratford LLC
Georgia
$1.01M -$102K -754 -9%
D
586
Diversified
Delaware
$1M -$3.24K -24 -0.3%
SC
587
Stephens Consulting
Michigan
$1,000K -$22K -163 -2%
MIH
588
Meitav Investment House
Israel
$995K
TWA
589
Talisman Wealth Advisors
New Jersey
$985K +$270 +2 +0%
HKIMG
590
Hutchens & Kramer Investment Management Group
Indiana
$968K +$239K +1,775 +33%
DWMG
591
DB Wealth Management Group
California
$967K +$135 +1 +0%
HPC
592
Hobart Private Capital
North Carolina
$964K +$12.3K +91 +1%
LSA
593
L & S Advisors
California
$961K -$425K -3,150 -31%
FSA
594
Fort Sheridan Advisors
Illinois
$946K +$11.6K +86 +1%
BOPW
595
Brandywine Oak Private Wealth
Pennsylvania
$942K +$281K +2,081 +42%
IC
596
IEQ Capital
California
$938K
MFP
597
Meridian Financial Partners
Virginia
$931K -$5.93M -43,037 -86%
HWM
598
HB Wealth Management
Georgia
$926K
MFWP
599
Mosaic Family Wealth Partners
Missouri
$916K -$34K -252 -4%
SS
600
Sunbelt Securities
Texas
$909K +$12.3K +91 +1%