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iShares MSCI USA Quality Factor ETF

1,039 hedge funds and large institutions have $27B invested in iShares MSCI USA Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 334 increasing their positions, 448 reducing their positions, and 55 closing their positions.

Holders
1,039
Holders Change
+40
Holders Change %
+4%
% of All Funds
16.57%
Holding in Top 10
185
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.78%
% of All Funds
2.95%
New
110
Increased
334
Reduced
448
Closed
55
Calls
$3.72M
Puts
$3.18M
Net Calls
+$538K
Net Calls Change
-$1.53M
Name Market Value Shares Shares
Change
Shares
Change %
DFA
1001
DHJJ Financial Advisors
Illinois
$15.6K 118 +118 New
HT
1002
Headlands Technologies
Illinois
$15.4K 117 +28 +31%
SA
1003
SRH Advisors
Kansas
$15K 114
CSB
1004
City State Bank
Iowa
$15K 114
PFBT
1005
Parkside Financial Bank & Trust
Missouri
$13.6K 103
GA
1006
GoalVest Advisory
New York
$13.3K 101 +101 New
CG
1007
Cutler Group
California
$13K 100 +100 New
TWD
1008
True Wealth Design
Ohio
$12.7K 96 -519 -84%
VNA
1009
Valley National Advisers
Pennsylvania
$12K 88 +30 +52%
PPWM
1010
PFG Private Wealth Management
Florida
$12K 91 -53 -37%
GWSG
1011
GPS Wealth Strategies Group
Colorado
$10.7K 81
DSC
1012
Duncker Streett & Co
Missouri
$9.49K 72
NRG
1013
Nemes Rush Group
Michigan
$9.49K 72
IFAM
1014
Institutional & Family Asset Management
Colorado
$8.96K 68
HFS
1015
HBC Financial Services
Washington
$8K 63
GBT
1016
Grove Bank & Trust
Florida
$7.25K 55 +55 New
NFSG
1017
Newbridge Financial Services Group
Florida
$7.06K 54 -29 -35%
PCM
1018
Penserra Capital Management
California
$7K 54 -96 -64%
SFG
1019
Steward Financial Group
Texas
$7K 55 +55 New
SCA
1020
Stonebridge Capital Advisors
Minnesota
$6.5K 49
NC
1021
NewSquare Capital
Pennsylvania
$5.8K 44 -75 -63%
HFS
1022
Hantz Financial Services
Michigan
$5K 40 +40 New
WOSD
1023
WFA of San Diego
California
$3.95K 30
RAM
1024
Riggs Asset Management
Pennsylvania
$3.43K 26 +26 New
BWS
1025
Buck Wealth Strategies
Colorado
$3.16K 24 +24 New