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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 %
OFG
726
Oxford Financial Group
Indiana
$477K -$26.5K -201 -5%
SCP
727
Syntal Capital Partners
Texas
$476K -$1.06K -8 -0.2%
BFG
728
Bleakley Financial Group
New Jersey
$473K
BP
729
Ballentine Partners
Massachusetts
$472K +$243K +1,844 +106%
CSWM
730
Cassady Schiller Wealth Management
Ohio
$469K -$13.2K -100 -3%
VA
731
Valmark Advisers
Ohio
$467K -$50.9K -386 -10%
LWM
732
Lodestone Wealth Management
Washington
$465K -$372K -2,821 -44%
NP
733
NorthRock Partners
Minnesota
$463K -$97.2K -738 -17%
YIH
734
Y-Intercept (HK)
Hong Kong
$456K +$164K +1,247 +56%
NEPPG
735
New England Professional Planning Group
Rhode Island
$455K
FNWM
736
Financial Network Wealth Management
Utah
$452K
CPG
737
Cornerstone Planning Group
New Jersey
$450K -$156K -1,184 -26%
FCM
738
Firestone Capital Management
Florida
$447K
JCM
739
Jacobi Capital Management
Pennsylvania
$446K +$44K +334 +11%
EFG
740
Ethos Financial Group
Pennsylvania
$440K -$2.8M -21,152 -86%
AP
741
Arlington Partners
Alabama
$438K
AT
742
Arlington Trust
Alabama
$438K +$438K +3,324 New
AFP
743
Alpha Financial Partners
Kentucky
$437K -$311K -2,361 -42%
BCA
744
Bay Colony Advisors
Massachusetts
$430K +$13.7K +104 +3%
ACM
745
Advisors Capital Management
New Jersey
$425K -$2.24K -17 -0.5%
FCA
746
FinTrust Capital Advisors
South Carolina
$425K +$425K +3,223 New
MW
747
Marcum Wealth
Ohio
$423K -$10K -76 -2%
CCG
748
Cloverfields Capital Group
Minnesota
$422K
UFA
749
US Financial Advisors
Massachusetts
$420K -$52.7K -400 -11%
NIC
750
Northwest Investment Counselors
Oregon
$420K