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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 %
CAAS
876
Capital Asset Advisory Services
Michigan
$375K -$40.8K -277 -10%
SLWA
877
San Luis Wealth Advisors
California
$371K +$371K +2,521 New
TWP
878
Tempus Wealth Planning
California
$371K -$2.94K -20 -0.8%
FPCP
879
Fort Point Capital Partners
California
$367K +$27.5K +187 +8%
LRPA
880
L. Roy Papp & Associates
Arizona
$364K
SR
881
Syntax Research
Florida
$364K +$1.47K +10 +0.4%
DWM
882
Drive Wealth Management
Utah
$361K +$361K +2,452 New
Wealthfront Advisers
883
Wealthfront Advisers
California
$359K +$20.3K +138 +6%
DWG
884
Darden Wealth Group
Michigan
$358K +$358K +2,434 New
HIA
885
Harbor Investment Advisory
Maryland
$357K +$45.8K +311 +15%
VC
886
Veracity Capital
Georgia
$355K -$61.1K -415 -15%
CWC
887
Carolinas Wealth Consulting
North Carolina
$349K +$9.87K +67 +3%
KBFS
888
Kohmann Bosshard Financial Services
Ohio
$348K +$35.5K +241 +11%
LWL
889
Leo Wealth LLC
Texas
$347K +$347K +2,233 New
CPG
890
Cornerstone Planning Group
New Jersey
$347K -$155K -1,055 -31%
SC
891
Scotia Capital
Ontario, Canada
$342K -$35.5K -241 -9%
TCOV
892
Trust Company of Vermont
Vermont
$341K +$42.5K +289 +14%
CF
893
Clarity Financial
Texas
$339K +$4.71K +32 +1%
FWM
894
Fairhaven Wealth Management
Illinois
$337K +$27.5K +187 +9%
PMG
895
ProVise Management Group
Florida
$335K -$6.77K -46 -2%
SWM
896
SeaCrest Wealth Management
New York
$327K -$28.1K -194 -8%
LGA
897
Lebenthal Global Advisors
New York
$326K +$30.5K +207 +10%
EWS
898
Evergreen Wealth Solutions
Pennsylvania
$325K -$42.2K -287 -11%
WA
899
Waddell & Associates
Tennessee
$324K -$104K -707 -24%
BFA
900
Beaumont Financial Advisors
Massachusetts
$324K -$56.7K -385 -15%