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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 %
SOS
901
Silver Oak Securities
Tennessee
$501K -$1.7M -9,964 -77%
CIS
902
Custom Index Systems
New York
$499K -$425K -2,491 -46%
WA
903
Waddell & Associates
Tennessee
$498K +$132K +774 +36%
WWM
904
Waterway Wealth Management
Texas
$498K +$1.02K +6 +0.2%
FA
905
Fiduciary Alliance
South Carolina
$497K -$15.1K -88 -3%
TW
906
TritonPoint Wealth
Maryland
$492K -$76.8K -450 -14%
LWM
907
Lodestone Wealth Management
Washington
$491K -$41.3K -242 -8%
ACI
908
Alpha Cubed Investments
California
$487K -$8.54K -50 -2%
Wealthfront Advisers
909
Wealthfront Advisers
California
$486K +$111K +652 +30%
CNB
910
Camden National Bank
Maine
$485K +$10.1K +59 +2%
VFG
911
Victory Financial Group
Texas
$485K +$211K +1,233 +77%
ML
912
McAdam LLC
Pennsylvania
$483K +$150K +881 +45%
IA
913
Inspire Advisors
Idaho
$469K +$178K +1,044 +61%
LWL
914
Leo Wealth LLC
Texas
$465K +$84.6K +496 +22%
BMWM
915
Brown Miller Wealth Management
Virginia
$463K -$57.7K -338 -11%
KFG
916
Kingdom Financial Group
Arizona
$463K -$196K -1,146 -30%
VW
917
Veridan Wealth
Oregon
$461K +$461K +2,521 New
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$458K
JGIA
919
Jackson Grant Investment Advisers
Connecticut
$458K +$50.6K +296 +12%
ACP
920
Aveo Capital Partners
Colorado
$456K +$19.5K +114 +4%
SFC
921
SYM Financial Corp
Indiana
$456K +$241K +1,411 +112%
DI
922
Disciplined Investments
Oklahoma
$455K
FFO
923
Fiduciary Family Office
Florida
$454K +$187K +1,097 +70%
SIC
924
Sterling Investment Counsel
New York
$453K -$4.78K -28 -1%
BTWM
925
Baker Tilly Wealth Management
Wisconsin
$453K -$1.79M -10,472 -80%