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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Harbour Investments
Wisconsin
$6.7M
MCA
402
Magnolia Capital Advisors
Mississippi
$6.68M
OWCM
403
One Wealth Capital Management
Arizona
$6.66M
CIA
404
Capital Investment Advisors
Georgia
$6.6M
CFO
405
Custos Family Office
Texas
$6.59M
SW
406
Simplicity Wealth
New Jersey
$6.49M
IAA
407
Ironsides Asset Advisors
North Carolina
$6.46M
BPA
408
Beacon Pointe Advisors
California
$6.46M
MSA
409
Marino Stram & Associates
Massachusetts
$6.43M
ONB
410
Old National Bancorp
Indiana
$6.43M
BWMG
411
Barnes Wealth Management Group
California
$6.42M
WC
412
Waterloo Capital
Texas
$6.38M
VAS
413
Vestmark Advisory Solutions
Massachusetts
$6.38M
FRA
414
FFG Retirement Advisors
Colorado
$6.36M
GM
415
GeoWealth Management
Illinois
$6.34M
CCA
416
Cora Capital Advisors
New Jersey
$6.33M
VIM
417
Vista Investment Management
Pennsylvania
$6.28M
FCP
418
Fidelis Capital Partners
Florida
$6.23M
HCM
419
Highview Capital Management
Illinois
$6.15M
FTUS
420
Flow Traders U.S.
New York
$6.14M
TA
421
TruWealth Advisors
Louisiana
$6.11M
HF
422
HRT Financial
New York
$6.08M
AFG
423
Atomi Financial Group
New York
$6.04M
CAAM
424
Cornerstone Advisors Asset Management
Pennsylvania
$6.03M
TC
425
Trust Company
Kansas
$6.01M