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iShares MSCI USA Quality Factor ETF

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
826
Lake Street Private Wealth
Illinois
$712K +$26.3K +154 +4%
FEM
827
Fulcrum Equity Management
Texas
$712K -$449K -2,628 -39%
BHPW
828
Beverly Hills Private Wealth
California
$709K -$42.3K -248 -6%
LWA
829
Lantern Wealth Advisors
New York
$706K +$85.2K +499 +14%
GIM
830
Goelzer Investment Management
Indiana
$702K -$31.8K -186 -4%
SAI
831
Savvy Advisors Inc
New York
$696K +$486K +2,848 +232%
DWM
832
Drive Wealth Management
Utah
$696K +$61.1K +358 +10%
VFA
833
Valeo Financial Advisors
Indiana
$689K +$95.1K +557 +16%
IIA
834
IPG Investment Advisors
California
$687K
PPW
835
Pasadena Private Wealth
California
$682K -$69.2K -405 -9%
HAS
836
HBW Advisory Services
California
$680K +$340K +1,989 +100%
DIM
837
DLK Investment Management
California
$673K -$8.54K -50 -1%
PI
838
PFG Investments
New York
$672K +$211K +1,233 +46%
Empower Advisory Group
839
Empower Advisory Group
Colorado
$669K +$243K +1,425 +57%
Bessemer Group
840
Bessemer Group
New Jersey
$667K +$254K +1,488 +62%
OWM
841
OneAscent Wealth Management
Alabama
$664K -$2.5M -14,649 -79%
BB
842
Busey Bank
Illinois
$661K -$29.4K -172 -4%
AFP
843
Alpha Financial Partners
Kentucky
$658K +$56.5K +331 +9%
NCM
844
NCM Capital Management
New Jersey
$656K
FNT
845
First National Trust
Pennsylvania
$652K
SWP
846
Semus Wealth Partners
Florida
$646K +$55.7K +326 +9%
FNWA
847
Financial Network Wealth Advisors
Utah
$644K -$26.1K -153 -4%
DT
848
Diversified Trust
Tennessee
$643K +$22K +129 +4%
YWS
849
Yarger Wealth Strategies
Ohio
$642K +$1.2K +7 +0.2%
TA
850
TrueWealth Advisors
Alabama
$640K +$46.6K +273 +8%