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iShares MSCI USA Quality Factor ETF

1,157 hedge funds and large institutions have $32.8B invested in iShares MSCI USA Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 506 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+118
Holders Change %
+11.36%
% of All Funds
16.96%
Holding in Top 10
207
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.89%
% of All Funds
3.03%
New
191
Increased
506
Reduced
353
Closed
56
Calls
$4.93M
Puts
$3.3M
Net Calls
+$1.63M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
701
L & S Advisors
California
$854K -$65K -442 -7%
ACG
702
Allen Capital Group
Nebraska
$849K -$48.6K -330 -5%
LFAS
703
Level Four Advisory Services
Texas
$849K -$93.4K -635 -10%
PCM
704
Parsons Capital Management
Rhode Island
$843K +$14.7K +100 +2%
BHPW
705
Beverly Hills Private Wealth
California
$842K -$103K -699 -11%
CA
706
Continuum Advisory
Idaho
$836K +$35K +238 +4%
WEG
707
World Equity Group
Illinois
$831K +$40K +272 +5%
BCWM
708
Bartlett & Co Wealth Management
Ohio
$828K -$26.7K -181 -3%
BC
709
Bartlett & Co
Ohio
$828K -$26.7K -181 -3%
DWP
710
Destiny Wealth Partners
Florida
$821K -$41.5K -287 -5%
VWA
711
Visionary Wealth Advisors
Illinois
$820K +$13.1K +89 +2%
FIM
712
Fernwood Investment Management
Massachusetts
$816K -$165K -1,119 -17%
CIA
713
Capital Investment Advisors
Georgia
$816K +$432K +2,936 +113%
DAS
714
Dynamic Advisor Solutions
Arizona
$815K -$23.2K -160 -3%
PAMG
715
Patton Albertson Miller Group
Tennessee
$811K -$17.7K -120 -2%
IAG
716
Investment Advisory Group
Massachusetts
$808K +$49K +333 +6%
HGERS
717
Householder Group Estate & Retirement Specialist
Arizona
$801K -$6.03K -41 -0.7%
CCM
718
Coldstream Capital Management
Washington
$800K +$800K +5,435 New
First Manhattan
719
First Manhattan
New York
$795K +$148K +1,003 +23%
PP
720
Prudential plc
United Kingdom
$789K -$589 -4 -0.1%
CAS
721
Coppell Advisory Solutions
Texas
$772K +$772K +5,249 New
AWM
722
Atticus Wealth Management
Florida
$759K +$407K +2,765 +116%
TW
723
TritonPoint Wealth
Maryland
$756K +$756K +5,132 New
TCWM
724
Total Clarity Wealth Management
Illinois
$748K +$748K +5,085 New
FCA
725
FLC Capital Advisors
California
$743K