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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
COI
351
Connable Office Inc
Michigan
$8.34M
SCA
352
Snowden Capital Advisors
New York
$8.25M
SWM
353
Spire Wealth Management
Virginia
$8.23M
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$8.19M
WWM
355
Western Wealth Management
Colorado
$8.1M
BAH
356
Beacon Advisors Holdings
Texas
$7.98M
GRWP
357
Green Ridge Wealth Planning
New Jersey
$7.95M
EWL
358
Emissary Wealth LLC
New Jersey
$7.76M
N
359
Nuveen
North Carolina
$7.69M
VA
360
VestGen Advisors
Illinois
$7.68M
MA
361
Mutual Advisors
Nebraska
$7.64M
WWG
362
West Wealth Group
California
$7.6M
TWM
363
Tradition Wealth Management
Minnesota
$7.59M
PA
364
PFG Advisors
Arizona
$7.47M
HSBC Holdings
365
HSBC Holdings
United Kingdom
$7.42M
PLU
366
Performa Ltd (US)
South Carolina
$7.38M
GSWM
367
Golden State Wealth Management
California
$7.34M
MW
368
Maia Wealth
Colorado
$7.31M
CA
369
Capital Advantage
California
$7.31M
GWANC
370
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.29M
SWP
371
ShoreHaven Wealth Partners
New Jersey
$7.28M
FAM
372
Formidable Asset Management
Ohio
$7.12M
RWP
373
RWA Wealth Partners
Massachusetts
$7.03M
PCA
374
Peddock Capital Advisors
Massachusetts
$7.01M
EB
375
Eastern Bank
Massachusetts
$6.96M