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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
CIA
376
Capital Investment Advisors
Georgia
$6.89M
TA
377
TruWealth Advisors
Louisiana
$6.87M
WP
378
WealthShield Partners
North Carolina
$6.81M
AAS
379
Annex Advisory Services
Wisconsin
$6.81M
JF
380
Jump Financial
Illinois
$6.79M
STA
381
Summit Trail Advisors
New York
$6.78M
AFG
382
Atomi Financial Group
New York
$6.74M
Mirae Asset Global Investments
383
Mirae Asset Global Investments
South Korea
$6.71M
SFS
384
Security Financial Services
Indiana
$6.7M
ASN
385
Advisory Services Network
Georgia
$6.7M
BBWP
386
Beacon Bridge Wealth Partners
Pennsylvania
$6.7M
IFA
387
Interactive Financial Advisors
Illinois
$6.67M
MSA
388
Marino Stram & Associates
Massachusetts
$6.65M
AIM
389
Archer Investment Management
Texas
$6.61M
I
390
INVST
Indiana
$6.61M
AA
391
Armis Advisers
Georgia
$6.52M
AWA
392
Arkadios Wealth Advisors
Georgia
$6.51M
ECA
393
Elevation Capital Advisory
Oregon
$6.46M
LIM
394
Leavell Investment Management
Alabama
$6.46M
VIM
395
Vista Investment Management
Pennsylvania
$6.44M
ONB
396
Old National Bancorp
Indiana
$6.44M
FCP
397
Fidelis Capital Partners
Florida
$6.44M
BHWM
398
Bay Harbor Wealth Management
Maryland
$6.36M
SF
399
Symphony Financial
Texas
$6.35M
CAL
400
Capital Analysts LLC
Pennsylvania
$6.35M