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iShares MSCI USA Quality Factor ETF

1,637 hedge funds and large institutions have $40.2B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 620 increasing their positions, 633 reducing their positions, and 78 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 capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 633

7% less funds holding in top 10

Funds holding in top 10: 183171 (-12)

93% less call options, than puts

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

Holders
1,637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
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
CFSG
226
Community Financial Services Group
Vermont
$15.7M
MGW
227
MB Generational Wealth
Washington
$15.6M
BIA
228
Bell Investment Advisors
California
$15.6M
LFS
229
Lutz Financial Services
Nebraska
$15.5M
PFA
230
Pettinga Financial Advisors
Indiana
$15.4M
JAG
231
Journey Advisory Group
Kentucky
$15.4M
SA
232
Sovran Advisors
California
$15.3M
KDA
233
Kraft Davis & Associates
Missouri
$15.2M
CWS
234
Cypress Wealth Services
California
$15.1M
EPA
235
Element Pointe Advisors
Florida
$15M
FFN
236
Focus Financial Network
Minnesota
$14.9M
SA
237
Skyline Advisors
Washington
$14.9M
JMNC
238
J. Mark Nickell & Co
Tennessee
$14.8M
NSLI
239
Nan Shan Life Insurance
Taiwan
$14.8M
PWA
240
Physician Wealth Advisors
Utah
$14.7M
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$14.5M
QCM
242
Quantinno Capital Management
New York
$14.3M
DWM
243
Diversify Wealth Management
Utah
$14.3M
SWP
244
Sagespring Wealth Partners
Tennessee
$13.8M
JE
245
JMAC Enterprises
Pennsylvania
$13.8M
IWS
246
Insight Wealth Strategies
California
$13.8M
MWA
247
Motive Wealth Advisors
Michigan
$13.7M
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$13.6M
WQ
249
Wealth Quarterback
New Jersey
$13.6M
AQR Capital Management
250
AQR Capital Management
Connecticut
$13.6M