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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
MIH
301
Meitav Investment House
Israel
$10.3M
PIA
302
Perennial Investment Advisors
California
$10.2M
IFG
303
Independent Financial Group
California
$10.2M
JCM
304
Jacobi Capital Management
Pennsylvania
$10.2M
KG
305
Kilter Group
New York
$10.1M
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$10M
FFWA
307
Forthright Family Wealth Advisory
Texas
$9.96M
AR
308
Apeiron RIA
Texas
$9.95M
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$9.9M
RIA
310
Regal Investment Advisors
Michigan
$9.89M
Northern Trust
311
Northern Trust
Illinois
$9.85M
MAG
312
MRA Advisory Group
New Jersey
$9.81M
CWG
313
Crown Wealth Group
North Carolina
$9.75M
HF
314
HRT Financial
New York
$9.73M
AWA
315
ARQ Wealth Advisors
Arizona
$9.68M
CWWM
316
Clear Wave Wealth Management
New Jersey
$9.66M
BEC
317
Blue Edge Capital
Virginia
$9.64M
OCBCO
318
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.6M
AC
319
Addison Capital
Pennsylvania
$9.58M
FAM
320
Forte Asset Management
New York
$9.56M
FPW
321
Flagship Private Wealth
Massachusetts
$9.51M
LJAC
322
L.J. Altfest & Co
New York
$9.48M
FLA
323
Financial Life Advisors
Texas
$9.48M
GCWM
324
Guided Capital Wealth Management
Texas
$9.48M
FFA
325
First Foundation Advisors
California
$9.46M