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iShares MSCI USA Quality Factor ETF

1,579 hedge funds and large institutions have $40.6B invested in iShares MSCI USA Quality Factor ETF in 2025 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 444 increasing their positions, 729 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $45.7B → $40.6B (-$5.13B)

17% less funds holding in top 10

Funds holding in top 10: 216179 (-37)

39% less repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 729

Holders
1,579
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
179
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.05M
Puts
$1.71M
Net Calls
Net Calls Change

Top Sellers

1 -$1.84B
2 -$461M
3 -$379M
4
Two Sigma Investments
Two Sigma Investments
New York
-$299M
5
BlackRock
BlackRock
New York
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
351
Maia Wealth
Colorado
$8.3M
TFGT
352
TS Financial Group (TSFG)
Illinois
$8.28M
SL
353
Sentinus LLC
Illinois
$8.26M
JWCA
354
J.W. Cole Advisors
Florida
$8.25M
BAHL
355
BEACON ADVISORS HOLDINGS, LLC
Texas
$8.16M
FAM
356
Formidable Asset Management
Ohio
$8.11M
SFS
357
Security Financial Services
Indiana
$7.99M
IAA
358
Ironsides Asset Advisors
North Carolina
$7.88M
LAS
359
Legacy Advisory Services
Pennsylvania
$7.79M
PA
360
PFG Advisors
Arizona
$7.74M
C1AG
361
Client 1st Advisory Group
Florida
$7.74M
PLU
362
Performa Ltd (US)
South Carolina
$7.72M
N
363
Nuveen
North Carolina
$7.69M
FAT
364
First American Trust
California
$7.63M
WIA
365
World Investment Advisors
California
$7.62M
SWP
366
ShoreHaven Wealth Partners
New Jersey
$7.53M
SF
367
Summit Financial
New Jersey
$7.41M
GWANC
368
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.39M
AAS
369
Annex Advisory Services
Wisconsin
$7.39M
GSWM
370
Golden State Wealth Management
California
$7.29M
WA
371
Win Advisors
Florida
$7.26M
I
372
INVST
Indiana
$7.25M
CA
373
Capital Advantage
California
$7.24M
CAL
374
Capital Analysts LLC
Pennsylvania
$7.15M
SF
375
Symphony Financial
Texas
$7.09M