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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 %
SC
626
Saiph Capital
New Jersey
$875K
GT
627
Glenview Trust
Kentucky
$866K -$146K -1,107 -14%
BHPW
628
Beverly Hills Private Wealth
California
$846K -$945K -7,167 -53%
SS
629
Sunbelt Securities
Texas
$846K -$41.9K -318 -5%
LFAS
630
Level Four Advisory Services
Texas
$844K +$287K +2,175 +51%
FCH
631
Freestone Capital Holdings
Washington
$838K -$3.03K -23 -0.4%
BSW
632
Buckingham Strategic Wealth
Missouri
$824K +$46.7K +354 +6%
LSA
633
L & S Advisors
California
$824K -$115K -876 -12%
WMR
634
Wealth Management Resources
Rhode Island
$820K
VCA
635
Verdence Capital Advisors
Maryland
$814K +$386K +2,932 +90%
BJL
636
Brighton Jones LLC
Washington
$812K +$17.4K +132 +2%
ACG
637
Allen Capital Group
Nebraska
$806K
JSL
638
JT Stratford LLC
Georgia
$799K -$185K -1,405 -19%
AWMNH
639
Arcadia Wealth Management (New Hampshire)
New Hampshire
$799K -$14.4K -109 -2%
AWC
640
Abundance Wealth Counselors
Pennsylvania
$797K -$4.61K -35 -0.6%
MWM
641
Mascoma Wealth Management
New Hampshire
$796K -$923 -7 -0.1%
DWP
642
Destiny Wealth Partners
Florida
$786K
PGFC
643
Peapack-Gladstone Financial Corp
New Jersey
$784K +$31.7K +240 +4%
MWM
644
Meridian Wealth Management
Kentucky
$783K -$46.5K -353 -6%
LIM
645
Leavell Investment Management
Alabama
$782K +$435K +3,288 +125%
FSA
646
Financial Sense Advisors
California
$780K -$88.8K -674 -10%
BCM
647
Barometer Capital Management
Ontario, Canada
$778K +$778K +5,900 New
CWM
648
Cahaba Wealth Management
Georgia
$768K -$1.45K -11 -0.2%
BCWM
649
Bartlett & Co Wealth Management
Ohio
$766K -$66.7K -504 -8%
BC
650
Bartlett & Co
Ohio
$766K -$66.7K -504 -8%