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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 %
PFA
876
Pinnacle Family Advisors
Missouri
$563K +$165K +964 +41%
SAM
877
Secure Asset Management
Michigan
$560K +$293K +1,716 +110%
AC
878
Allstate Corporation
Illinois
$559K -$3.8M -22,236 -87%
CB
879
Commerce Bank
Missouri
$548K +$12K +70 +2%
MW
880
Marcum Wealth
Ohio
$548K
HA
881
Herold Advisors
New York
$544K +$40.7K +238 +8%
WJA
882
Willis Johnson & Associates
Texas
$542K +$110K +645 +26%
CF
883
Clarity Financial
Texas
$534K +$71.9K +421 +16%
RG
884
Rathbones Group
United Kingdom
$534K -$58.4K -342 -10%
AIM
885
Anchor Investment Management
South Carolina
$529K -$146K -855 -22%
GA
886
Geller Advisors
New York
$527K +$683 +4 +0.1%
MCA
887
MSH Capital Advisors
Arizona
$526K +$526K +3,079 New
FFA
888
Fortune Financial Advisors
Kansas
$526K -$6.49K -38 -1%
FCI
889
Financial Counselors Inc
Kansas
$526K +$130K +759 +33%
NIC
890
Northwest Investment Counselors
Oregon
$525K -$12.3K -72 -2%
IAIM
891
International Assets Investment Management
Florida
$521K +$182K +1,066 +54%
IPA
892
Investment Planning Advisors
Georgia
$520K +$520K +3,046 New
FTS
893
Fifth Third Securities
Ohio
$512K +$187K +1,098 +58%
NIA
894
NIA Impact Advisors
California
$511K +$511K +2,994 New
T
895
TCWP
Ohio
$511K -$2.9K -17 -0.6%
MC
896
Moors & Cabot
Massachusetts
$510K +$683 +4 +0.1%
NS
897
NBC Securities
Alabama
$508K +$455K +2,666 +863%
RIM
898
Rockbridge Investment Management
New York
$507K +$507K +2,971 New
VT
899
Vise Technologies
New York
$503K +$250K +1,464 +99%
FWCM
900
Ferguson Wellman Capital Management
Oregon
$502K