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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 %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$908K -$5.93K -44 -0.6%
WT
602
Washington Trust
Rhode Island
$908K
FIM
603
Fernwood Investment Management
Massachusetts
$905K
SC
604
Saiph Capital
New Jersey
$895K +$185K +1,371 +26%
FSA
605
Financial Sense Advisors
California
$889K -$49.8K -369 -5%
BWP
606
Bernardo Wealth Planning
Pennsylvania
$877K -$3.91K -29 -0.4%
LEFP
607
Leading Edge Financial Planning
Tennessee
$871K -$20.8K -154 -2%
LIA
608
LifePlan Investment Advisors
North Carolina
$865K +$865K +6,413 New
TC
609
TownSquare Capital
Utah
$863K -$662K -4,907 -43%
FCH
610
Freestone Capital Holdings
Washington
$861K -$253K -1,878 -23%
NF
611
Nikulski Financial
Iowa
$859K
LWM
612
Lodestone Wealth Management
Washington
$857K -$1.08M -8,035 -56%
OLVIG
613
Oliver Lagore Vanvalin Investment Group
Michigan
$851K +$89.3K +662 +12%
MWM
614
Meridian Wealth Management
Kentucky
$849K +$143K +1,057 +20%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$849K +$598K +4,431 +238%
BC
616
Bartlett & Co
Ohio
$849K +$598K +4,431 +238%
WMR
617
Wealth Management Resources
Rhode Island
$839K +$3.64K +27 +0.4%
MWM
618
Mascoma Wealth Management
New Hampshire
$833K +$35.8K +260 +4%
AWMNH
619
Arcadia Wealth Management (New Hampshire)
New Hampshire
$832K -$72K -534 -8%
ACG
620
Allen Capital Group
Nebraska
$823K -$5.67K -42 -0.7%
DWP
621
Destiny Wealth Partners
Florida
$822K
AWC
622
Abundance Wealth Counselors
Pennsylvania
$821K
WQ
623
Wealth Quarterback
New Jersey
$818K -$138K -1,026 -14%
BJL
624
Brighton Jones LLC
Washington
$813K +$431K +3,197 +113%
CA
625
Continuum Advisory
Idaho
$804K -$2.97K -22 -0.4%