QUAL icon

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
HCM
326
Highview Capital Management
Illinois
$8.94M
PPWP
327
Premier Path Wealth Partners
New Jersey
$8.94M
SWM
328
Sculati Wealth Management
Michigan
$8.91M
UWPG
329
Ullmann Wealth Partners Group
Florida
$8.83M
PWM
330
PMG Wealth Management
Illinois
$8.82M
Brown Advisory
331
Brown Advisory
Maryland
$8.8M
CA
332
CoreCap Advisors
Michigan
$8.8M
Legacy Financial Group (Iowa)
333
Legacy Financial Group (Iowa)
Iowa
$8.77M
CA
334
Claro Advisors
Massachusetts
$8.75M
JWCA
335
J.W. Cole Advisors
Florida
$8.74M
FEG
336
Financial Enhancement Group
Indiana
$8.69M
SL
337
Sentinus LLC
Illinois
$8.68M
BAM
338
BOS Asset Management
Illinois
$8.65M
SCM
339
Stonehearth Capital Management
Massachusetts
$8.6M
LAS
340
Legacy Advisory Services
Pennsylvania
$8.58M
SL
341
SWMG LLC
Texas
$8.54M
GP
342
Geneva Partners
Wisconsin
$8.49M
C1AG
343
Client 1st Advisory Group
Florida
$8.45M
TFGT
344
TS Financial Group (TSFG)
Illinois
$8.43M
WPW
345
Watershed Private Wealth
Illinois
$8.43M
XT
346
XTX Topco
Cayman Islands
$8.36M
COI
347
Connable Office Inc
Michigan
$8.34M
SCA
348
Snowden Capital Advisors
New York
$8.25M
SWM
349
Spire Wealth Management
Virginia
$8.23M
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$8.19M