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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 %
PPP
651
Private Portfolio Partners
New Jersey
$644K -$15.4K -114 -2%
LJAC
652
L.J. Altfest & Co
New York
$639K -$5.8K -43 -0.9%
DT
653
Diversified Trust
Tennessee
$638K
4WM
654
4J Wealth Management
Virginia
$635K
HIA
655
Harbor Investment Advisory
Maryland
$632K +$594K +4,401 +1,544%
PPW
656
Pasadena Private Wealth
California
$631K -$31.7K -235 -5%
PFA
657
Pinnacle Family Advisors
Missouri
$627K +$627K +4,652 New
CCFM
658
Clear Creek Financial Management
Washington
$622K +$622K +4,609 New
EFS
659
Essex Financial Services
Connecticut
$622K +$142K +1,055 +30%
CPG
660
Cornerstone Planning Group
New Jersey
$620K +$620K +4,595 New
SG
661
StoneX Group
New York
$618K -$79.3K -588 -11%
SIA
662
Soltis Investment Advisors
Utah
$612K +$2.43K +18 +0.4%
TA
663
TrueWealth Advisors
Alabama
$608K -$104K -772 -15%
FPAS
664
Focus Partners Advisor Solutions
Missouri
$604K +$149K +1,105 +33%
VFA
665
Valeo Financial Advisors
Indiana
$601K -$54.9K -407 -8%
SPP
666
Single Point Partners
Massachusetts
$600K +$600K +4,445 New
DAS
667
Dynamic Advisor Solutions
Arizona
$598K -$89.3K -662 -13%
ANBT
668
American National Bank & Trust
Texas
$590K
PWM
669
Paulson Wealth Management
Illinois
$589K
LSA
670
Lansing Street Advisors
Pennsylvania
$583K +$1.75K +13 +0.3%
V
671
Veritable
Delaware
$583K +$74.7K +554 +15%
SPW
672
Sonoma Private Wealth
California
$577K -$2.16K -16 -0.4%
NP
673
NorthRock Partners
Minnesota
$574K -$284K -2,109 -33%
CWC
674
Carolinas Wealth Consulting
North Carolina
$571K +$3.78K +28 +0.7%
LFAS
675
Level Four Advisory Services
Texas
$570K +$570K +4,228 New