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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
BRWM
326
Blue Rock Wealth Management
North Carolina
$9.39M
SPC
327
Sigma Planning Corp
Michigan
$9.36M
MCM
328
MAI Capital Management
Ohio
$9.31M
SW
329
SVB Wealth
Massachusetts
$9.16M
HCM
330
Highview Capital Management
Illinois
$8.94M
PPWP
331
Premier Path Wealth Partners
New Jersey
$8.94M
SWM
332
Sculati Wealth Management
Michigan
$8.91M
UWPG
333
Ullmann Wealth Partners Group
Florida
$8.83M
PWM
334
PMG Wealth Management
Illinois
$8.82M
Brown Advisory
335
Brown Advisory
Maryland
$8.8M
CA
336
CoreCap Advisors
Michigan
$8.8M
Legacy Financial Group (Iowa)
337
Legacy Financial Group (Iowa)
Iowa
$8.77M
CA
338
Claro Advisors
Massachusetts
$8.75M
JWCA
339
J.W. Cole Advisors
Florida
$8.74M
FEG
340
Financial Enhancement Group
Indiana
$8.69M
SL
341
Sentinus LLC
Illinois
$8.68M
BAM
342
BOS Asset Management
Illinois
$8.65M
SCM
343
Stonehearth Capital Management
Massachusetts
$8.6M
LAS
344
Legacy Advisory Services
Pennsylvania
$8.58M
SL
345
SWMG LLC
Texas
$8.54M
GP
346
Geneva Partners
Wisconsin
$8.49M
C1AG
347
Client 1st Advisory Group
Florida
$8.45M
TFGT
348
TS Financial Group (TSFG)
Illinois
$8.43M
WPW
349
Watershed Private Wealth
Illinois
$8.43M
XT
350
XTX Topco
Cayman Islands
$8.36M