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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
WWM
351
Western Wealth Management
Colorado
$8.1M
BAH
352
Beacon Advisors Holdings
Texas
$7.98M
GRWP
353
Green Ridge Wealth Planning
New Jersey
$7.95M
EWL
354
Emissary Wealth LLC
New Jersey
$7.76M
N
355
Nuveen
North Carolina
$7.69M
VA
356
VestGen Advisors
Illinois
$7.68M
MA
357
Mutual Advisors
Nebraska
$7.64M
WWG
358
West Wealth Group
California
$7.6M
TWM
359
Tradition Wealth Management
Minnesota
$7.59M
PA
360
PFG Advisors
Arizona
$7.47M
HSBC Holdings
361
HSBC Holdings
United Kingdom
$7.42M
PLU
362
Performa Ltd (US)
South Carolina
$7.38M
GSWM
363
Golden State Wealth Management
California
$7.34M
MW
364
Maia Wealth
Colorado
$7.31M
CA
365
Capital Advantage
California
$7.31M
GWANC
366
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.29M
SWP
367
ShoreHaven Wealth Partners
New Jersey
$7.28M
FAM
368
Formidable Asset Management
Ohio
$7.12M
RWP
369
RWA Wealth Partners
Massachusetts
$7.03M
PCA
370
Peddock Capital Advisors
Massachusetts
$7.01M
EB
371
Eastern Bank
Massachusetts
$6.96M
CIA
372
Capital Investment Advisors
Georgia
$6.89M
TA
373
TruWealth Advisors
Louisiana
$6.87M
WP
374
WealthShield Partners
North Carolina
$6.81M
AAS
375
Annex Advisory Services
Wisconsin
$6.81M