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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
JF
376
Jump Financial
Illinois
$6.79M
STA
377
Summit Trail Advisors
New York
$6.78M
AFG
378
Atomi Financial Group
New York
$6.74M
Mirae Asset Global Investments
379
Mirae Asset Global Investments
South Korea
$6.71M
ASN
380
Advisory Services Network
Georgia
$6.7M
BBWP
381
Beacon Bridge Wealth Partners
Pennsylvania
$6.7M
IFA
382
Interactive Financial Advisors
Illinois
$6.67M
MSA
383
Marino Stram & Associates
Massachusetts
$6.65M
AIM
384
Archer Investment Management
Texas
$6.61M
I
385
INVST
Indiana
$6.61M
AA
386
Armis Advisers
Georgia
$6.52M
AWA
387
Arkadios Wealth Advisors
Georgia
$6.51M
ECA
388
Elevation Capital Advisory
Oregon
$6.46M
LIM
389
Leavell Investment Management
Alabama
$6.46M
VIM
390
Vista Investment Management
Pennsylvania
$6.44M
ONB
391
Old National Bancorp
Indiana
$6.44M
FCP
392
Fidelis Capital Partners
Florida
$6.44M
BHWM
393
Bay Harbor Wealth Management
Maryland
$6.36M
SF
394
Symphony Financial
Texas
$6.35M
CAL
395
Capital Analysts LLC
Pennsylvania
$6.35M
BFP
396
Beacon Financial Planning
Massachusetts
$6.33M
SAI
397
Savvy Advisors Inc
New York
$6.27M
RA
398
RFG Advisory
Alabama
$6.22M
AIM
399
Advyzon Investment Management
Illinois
$6.22M
CCA
400
Cora Capital Advisors
New Jersey
$6.21M