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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
KA
276
Kovack Advisors
Florida
$11.2M
VA
277
Vident Advisory
Georgia
$11.2M
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$11.2M
CIAS
279
Capital Investment Advisory Services
North Carolina
$11.1M
SW
280
StrongBox Wealth
Missouri
$11M
IDA
281
Intelligence Driven Advisers
California
$10.9M
MBT
282
Montecito Bank & Trust
California
$10.9M
EFL
283
ERn Financial LLC
Wisconsin
$10.9M
AAIM
284
Asset Advisors Investment Management
Georgia
$10.8M
TC
285
Trilogy Capital
California
$10.8M
TVAMP
286
Tennessee Valley Asset Management Partners
Tennessee
$10.7M
BL
287
Balentine LLC
Georgia
$10.6M
MP
288
Moment Partners
California
$10.6M
DWT
289
Dorsey & Whitney Trust
South Dakota
$10.6M
CWM
290
Cabot Wealth Management
Massachusetts
$10.6M
SF
291
Summit Financial
New Jersey
$10.6M
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$10.5M
Tudor Investment Corp
293
Tudor Investment Corp
Connecticut
$10.5M
GWP
294
Gateway Wealth Partners
Wisconsin
$10.5M
TWM
295
TSA Wealth Management
Texas
$10.5M
FAT
296
First American Trust
California
$10.5M
AAP
297
Arax Advisory Partners
Colorado
$10.4M
RSEWM
298
River's Edge Wealth Management
Pennsylvania
$10.4M
BWM
299
BCGM Wealth Management
Indiana
$10.3M
AssetMark Inc
300
AssetMark Inc
California
$10.3M