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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 %
IAA
901
Independent Advisor Alliance
North Carolina
$324K +$21.6K +147 +7%
LSA
902
Lion Street Advisors
Texas
$323K -$42.4K -288 -12%
CS
903
Credit Suisse
Switzerland
$323K +$24.4K +166 +8%
UFA
904
US Financial Advisors
Massachusetts
$322K -$147K -1,000 -31%
VP
905
Verum Partners
North Carolina
$320K -$43.1K -293 -12%
FCI
906
Financial Counselors Inc
Kansas
$318K +$55.5K +377 +21%
IBOK
907
Independence Bank of Kentucky
Kentucky
$316K
CCM
908
Carlson Capital Management
Minnesota
$314K +$314K +2,137 New
Neuberger Berman Group
909
Neuberger Berman Group
New York
$314K +$314K +2,135 New
MA
910
Montag & Associates
Georgia
$311K +$24.7K +168 +9%
GPA
911
Guerra Pan Advisors
New Jersey
$311K +$37.8K +257 +14%
RIA
912
Realta Investment Advisors
Delaware
$311K +$59.2K +402 +23%
AW
913
Avion Wealth
Texas
$311K -$48.5K -329 -13%
SM
914
Sensible Money
Arizona
$309K
ACA
915
Aptus Capital Advisors
Alabama
$308K -$449K -3,050 -59%
HA
916
Herold Advisors
New York
$307K +$7.8K +53 +3%
STA
917
Summit Trail Advisors
New York
$306K +$73.6K +500 +32%
CAM
918
CPA Asset Management
Florida
$304K +$33.4K +227 +12%
NB
919
NBT Bank
New York
$304K +$304K +2,064 New
JGIA
920
Jackson Grant Investment Advisers
Connecticut
$301K -$11.8K -80 -4%
RCAG
921
Rehmann Capital Advisory Group
Michigan
$301K -$25.9K -176 -8%
W
922
Wealthquest
Ohio
$299K -$39.6K -269 -12%
FTS
923
Fifth Third Securities
Ohio
$298K +$18.7K +127 +7%
KFI
924
Key Financial Inc
Pennsylvania
$297K
FIS
925
Fischer Investment Strategies
California
$296K +$296K +2,015 New