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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 %
BSW
626
Buckingham Strategic Wealth
Missouri
$795K +$143K +1,059 +22%
BCM
627
BlueCrest Capital Management
Jersey
$789K +$789K +5,847 New
CFCI
628
Comprehensive Financial Consultants Institutional
Indiana
$788K -$45.4K -329 -5%
CWM
629
Cahaba Wealth Management
Georgia
$788K -$25.9K -192 -3%
Citigroup
630
Citigroup
New York
$783K -$4.55M -33,716 -85%
PGFC
631
Peapack-Gladstone Financial Corp
New Jersey
$770K
AFP
632
Alpha Financial Partners
Kentucky
$766K +$766K +5,681 New
GCP
633
GSA Capital Partners
United Kingdom
$761K +$761K +5,645 New
FCA
634
FLC Capital Advisors
California
$758K -$12.8K -95 -2%
SAS
635
Stelac Advisory Services
New York
$755K +$755K +5,599 New
VWA
636
Visionary Wealth Advisors
Illinois
$743K -$13.8K -102 -2%
EWA
637
EP Wealth Advisors
California
$737K -$58.6M -82,634 -99%
Deutsche Bank
638
Deutsche Bank
Germany
$728K
MOS
639
MGO One Seven
Ohio
$717K -$4.7M -34,883 -87%
WB
640
WesBanco Bank
West Virginia
$709K -$113K -834 -14%
RCG
641
Regatta Capital Group
California
$707K -$220K -1,631 -24%
DC
642
Davenport & Co
Virginia
$703K +$336K +2,489 +91%
BCM
643
Beck Capital Management
Texas
$702K -$24K -178 -3%
IAG
644
Investment Advisory Group
Massachusetts
$696K +$270 +2 +0%
GEA
645
Glen Eagle Advisors
New Jersey
$695K +$539 +4 +0.1%
BB
646
Busey Bank
Illinois
$691K -$29.5K -219 -4%
JSW
647
Journey Strategic Wealth
New Jersey
$679K +$60.8K +451 +10%
OC
648
Oppenheimer & Co
New York
$678K +$1.35K +10 +0.2%
AllianceBernstein
649
AllianceBernstein
Tennessee
$660K
PP
650
Prudential plc
United Kingdom
$646K +$138K +1,023 +27%