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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
JCM
301
Jacobi Capital Management
Pennsylvania
$10.2M
KG
302
Kilter Group
New York
$10.1M
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$10M
FFWA
304
Forthright Family Wealth Advisory
Texas
$9.96M
AR
305
Apeiron RIA
Texas
$9.95M
Bank of Nova Scotia
306
Bank of Nova Scotia
Ontario, Canada
$9.9M
RIA
307
Regal Investment Advisors
Michigan
$9.89M
Northern Trust
308
Northern Trust
Illinois
$9.85M
MAG
309
MRA Advisory Group
New Jersey
$9.81M
CWG
310
Crown Wealth Group
North Carolina
$9.75M
HF
311
HRT Financial
New York
$9.73M
AWA
312
ARQ Wealth Advisors
Arizona
$9.68M
CWWM
313
Clear Wave Wealth Management
New Jersey
$9.66M
OCBCO
314
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.6M
AC
315
Addison Capital
Pennsylvania
$9.58M
FAM
316
Forte Asset Management
New York
$9.56M
FPW
317
Flagship Private Wealth
Massachusetts
$9.51M
LJAC
318
L.J. Altfest & Co
New York
$9.48M
FLA
319
Financial Life Advisors
Texas
$9.48M
GCWM
320
Guided Capital Wealth Management
Texas
$9.48M
FFA
321
First Foundation Advisors
California
$9.46M
BRWM
322
Blue Rock Wealth Management
North Carolina
$9.39M
SPC
323
Sigma Planning Corp
Michigan
$9.36M
MCM
324
MAI Capital Management
Ohio
$9.31M
SW
325
SVB Wealth
Massachusetts
$9.16M