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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
BFP
401
Beacon Financial Planning
Massachusetts
$6.33M
SAI
402
Savvy Advisors Inc
New York
$6.27M
RA
403
RFG Advisory
Alabama
$6.22M
AIM
404
Advyzon Investment Management
Illinois
$6.22M
CCA
405
Cora Capital Advisors
New Jersey
$6.21M
IAA
406
Ironsides Asset Advisors
North Carolina
$6.18M
WWA
407
WCG Wealth Advisors
Nevada
$6.17M
AC
408
Allstate Corporation
Illinois
$6.15M
CWM
409
Centurion Wealth Management
Virginia
$6.1M
YWM
410
Yoder Wealth Management
California
$6.1M
ATS
411
Ashton Thomas Securities
New York
$5.95M
KCM
412
KM Capital Management
Texas
$5.92M
TC
413
Trust Company
Kansas
$5.92M
SFG
414
Shum Financial Group
California
$5.87M
MWM
415
McNaughton Wealth Management
California
$5.79M
EWA
416
EP Wealth Advisors
California
$5.79M
AMM
417
American Money Management
California
$5.69M
SWMG
418
Stillwater Wealth Management Group
Florida
$5.68M
SCM
419
Sheridan Capital Management
California
$5.68M
KFGK
420
Keystone Financial Group (Kentucky)
Kentucky
$5.67M
IB
421
Intrust Bank
Kansas
$5.63M
BCG
422
Breakwater Capital Group
New Jersey
$5.62M
PFS
423
Paller Financial Services
Colorado
$5.62M
IC
424
Inscription Capital
Texas
$5.62M
William Blair & Company
425
William Blair & Company
Illinois
$5.61M