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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 %
FFA
751
Fortune Financial Advisors
Kansas
$419K -$13.2K -100 -3%
SWP
752
Semus Wealth Partners
Florida
$416K -$135K -1,022 -24%
MA
753
MKT Advisors
California
$415K -$5.02K -38 -1%
SIC
754
Salem Investment Counselors
North Carolina
$407K -$151K -1,145 -27%
GA
755
Geller Advisors
New York
$407K
FA
756
Fiduciary Alliance
South Carolina
$406K
RG
757
Rathbones Group
United Kingdom
$405K +$405K +3,070 New
BMWM
758
Brown Miller Wealth Management
Virginia
$403K
ACI
759
Alpha Cubed Investments
California
$402K +$1.98K +15 +0.5%
CTWM
760
Cherry Tree Wealth Management
Minnesota
$398K +$96.1K +729 +32%
DA
761
DCM Advisors
New York
$396K
PTC
762
Philadelphia Trust Company
Pennsylvania
$395K
LIA
763
LS Investment Advisors
Michigan
$394K -$24K -182 -6%
CB
764
Commerce Bank
Missouri
$392K +$8.3K +63 +2%
ADL
765
Asset Dedication LLC
California
$388K +$27.8K +211 +8%
ASW
766
Astoria Strategic Wealth
Texas
$388K -$3.56K -27 -0.9%
FWCM
767
Ferguson Wellman Capital Management
Oregon
$387K +$69.2K +525 +22%
EL
768
Essex LLC
Illinois
$387K +$387K +2,937 New
CAAS
769
Capital Asset Advisory Services
Michigan
$384K -$72.4K -533 -16%
WA
770
Waddell & Associates
Tennessee
$384K -$59.6K -452 -13%
DTC
771
Davidson Trust Company
Washington
$375K -$36.8K -279 -9%
ICG
772
InterOcean Capital Group
Tennessee
$375K -$142K -1,078 -27%
EWM
773
EPG Wealth Management
Georgia
$374K
VC
774
Veracity Capital
Georgia
$372K -$155K -1,173 -29%
GG
775
Greenwood Gearhart
Arkansas
$372K