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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 %
BP
926
BBR Partners
New York
$451K
KAM
927
Kraft Asset Management
Tennessee
$451K
HWMA
928
Heritage Wealth Management (Arizona)
Arizona
$450K -$341 -2 -0.1%
HFO
929
Heritage Family Offices
Arizona
$450K +$450K +2,636 New
EWM
930
EPG Wealth Management
Georgia
$447K -$442K -2,687 Closed
HT
931
Headlands Technologies
Illinois
$447K +$397K +2,324 +793%
GG
932
Greenwood Gearhart
Arkansas
$446K -$35.9K -210 -7%
AQR Capital Management
933
AQR Capital Management
Connecticut
$444K +$32.3K +189 +8%
FCA
934
FinTrust Capital Advisors
South Carolina
$443K -$35.5K -208 -7%
KWA
935
Kellett Wealth Advisors
Ohio
$443K -$482K -2,823 -52%
FA
936
Fortis Advisors
Pennsylvania
$443K +$157K +917 +55%
HCA
937
Horan Capital Advisors
Ohio
$443K
FPCP
938
Fort Point Capital Partners
California
$441K +$15K +88 +4%
ZB
939
Zions Bancorporation
Utah
$440K +$232K +1,357 +111%
GPA
940
Guerra Pan Advisors
New Jersey
$440K +$19.3K +113 +5%
LSA
941
Lansing Street Advisors
Pennsylvania
$439K +$1.02K +6 +0.2%
MWA
942
Monograph Wealth Advisors
California
$439K
SWM
943
SeaCrest Wealth Management
New York
$439K +$44.6K +261 +11%
CCA
944
Clearwater Capital Advisors
Illinois
$438K
EWS
945
Evergreen Wealth Solutions
Pennsylvania
$436K +$43.7K +256 +11%
FA
946
Fermata Advisors
California
$434K -$17.9K -105 -4%
CNBTD
947
Citizens National Bank Trust Department
Mississippi
$434K
TCOV
948
Trust Company of Vermont
Vermont
$432K +$35.3K +207 +9%
CAAS
949
Capital Asset Advisory Services
Michigan
$431K +$21.8K +126 +5%
DWG
950
Darden Wealth Group
Michigan
$430K -$14.5K -85 -3%