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