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iShares MSCI USA Quality Factor ETF

1,616 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 613 increasing their positions, 624 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $40.8B → $39.9B (-$896M)

7% less funds holding in top 10

Funds holding in top 10: 182169 (-13)

93% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $40.3M

Holders
1,616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
169
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.95M
Puts
$40.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
Bell Investment Advisors
California
$15.6M
LFS
227
Lutz Financial Services
Nebraska
$15.5M
PFA
228
Pettinga Financial Advisors
Indiana
$15.4M
JAG
229
Journey Advisory Group
Kentucky
$15.4M
SA
230
Sovran Advisors
California
$15.3M
KDA
231
Kraft Davis & Associates
Missouri
$15.2M
CWS
232
Cypress Wealth Services
California
$15.1M
EPA
233
Element Pointe Advisors
Florida
$15M
FFN
234
Focus Financial Network
Minnesota
$14.9M
SA
235
Skyline Advisors
Washington
$14.9M
JMNC
236
J. Mark Nickell & Co
Tennessee
$14.8M
NSLI
237
Nan Shan Life Insurance
Taiwan
$14.8M
PWA
238
Physician Wealth Advisors
Utah
$14.7M
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$14.5M
QCM
240
Quantinno Capital Management
New York
$14.3M
DWM
241
Diversify Wealth Management
Utah
$14.3M
SWP
242
Sagespring Wealth Partners
Tennessee
$13.8M
JE
243
JMAC Enterprises
Pennsylvania
$13.8M
IWS
244
Insight Wealth Strategies
California
$13.8M
MWA
245
Motive Wealth Advisors
Michigan
$13.7M
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$13.6M
WQ
247
Wealth Quarterback
New Jersey
$13.6M
AQR Capital Management
248
AQR Capital Management
Connecticut
$13.6M
GS
249
GTS Securities
New York
$13.5M
WTFG
250
Wood Tarver Financial Group
Idaho
$13.5M