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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
CIAS
276
Capital Investment Advisory Services
North Carolina
$11.1M
SW
277
StrongBox Wealth
Missouri
$11M
IDA
278
Intelligence Driven Advisers
California
$10.9M
MBT
279
Montecito Bank & Trust
California
$10.9M
EFL
280
ERn Financial LLC
Wisconsin
$10.9M
AAIM
281
Asset Advisors Investment Management
Georgia
$10.8M
TC
282
Trilogy Capital
California
$10.8M
TVAMP
283
Tennessee Valley Asset Management Partners
Tennessee
$10.7M
BL
284
Balentine LLC
Georgia
$10.6M
MP
285
Moment Partners
California
$10.6M
DWT
286
Dorsey & Whitney Trust
South Dakota
$10.6M
CWM
287
Cabot Wealth Management
Massachusetts
$10.6M
SF
288
Summit Financial
New Jersey
$10.6M
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$10.5M
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
$10.5M
GWP
291
Gateway Wealth Partners
Wisconsin
$10.5M
TWM
292
TSA Wealth Management
Texas
$10.5M
FAT
293
First American Trust
California
$10.5M
AAP
294
Arax Advisory Partners
Colorado
$10.4M
RSEWM
295
River's Edge Wealth Management
Pennsylvania
$10.4M
BWM
296
BCGM Wealth Management
Indiana
$10.3M
AssetMark Inc
297
AssetMark Inc
California
$10.3M
MIH
298
Meitav Investment House
Israel
$10.3M
PIA
299
Perennial Investment Advisors
California
$10.2M
IFG
300
Independent Financial Group
California
$10.2M