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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
GS
251
GTS Securities
New York
$13.5M
WTFG
252
Wood Tarver Financial Group
Idaho
$13.5M
CG
253
Caprock Group
Idaho
$13.3M
TF
254
Trek Financial
Arizona
$13.3M
SP
255
Stonebrook Private
Michigan
$13.1M
SCM
256
SOL Capital Management
Maryland
$12.8M
CA
257
CGN Advisors
Kansas
$12.8M
SWM
258
Scissortail Wealth Management
Oklahoma
$12.7M
GWAG
259
Garrett Wealth Advisory Group
Texas
$12.5M
WIA
260
World Investment Advisors
California
$12.5M
PFG
261
PAX Financial Group
Texas
$12.5M
KFS
262
Kelly Financial Services
Massachusetts
$12.4M
SWM
263
Steelhead Wealth Management
Virginia
$12.1M
WA
264
Wealth Alliance
New York
$12M
KV
265
Kickstand Ventures
New York
$11.7M
IA
266
IFP Advisors
Florida
$11.7M
CAG
267
Csenge Advisory Group
Florida
$11.6M
GA
268
GSG Advisors
New Jersey
$11.6M
VT
269
Vise Technologies
New York
$11.4M
FFG
270
Frisch Financial Group
New York
$11.4M
MCA
271
Midwest Capital Advisors
Michigan
$11.4M
OAP
272
One Advisory Partners
Kansas
$11.3M
HFS
273
Hughes Financial Services
Virginia
$11.3M
5W
274
5T Wealth
California
$11.3M
KFSC
275
Keystone Financial Services (Colorado)
Colorado
$11.2M