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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
IAA
401
Ironsides Asset Advisors
North Carolina
$6.18M
WWA
402
WCG Wealth Advisors
Nevada
$6.17M
AC
403
Allstate Corporation
Illinois
$6.15M
CWM
404
Centurion Wealth Management
Virginia
$6.1M
YWM
405
Yoder Wealth Management
California
$6.1M
ATS
406
Ashton Thomas Securities
New York
$5.95M
KCM
407
KM Capital Management
Texas
$5.92M
TC
408
Trust Company
Kansas
$5.92M
SFG
409
Shum Financial Group
California
$5.87M
MWM
410
McNaughton Wealth Management
California
$5.79M
EWA
411
EP Wealth Advisors
California
$5.79M
AMM
412
American Money Management
California
$5.69M
SWMG
413
Stillwater Wealth Management Group
Florida
$5.68M
SCM
414
Sheridan Capital Management
California
$5.68M
KFGK
415
Keystone Financial Group (Kentucky)
Kentucky
$5.67M
IB
416
Intrust Bank
Kansas
$5.63M
BCG
417
Breakwater Capital Group
New Jersey
$5.62M
PFS
418
Paller Financial Services
Colorado
$5.62M
IC
419
Inscription Capital
Texas
$5.62M
William Blair & Company
420
William Blair & Company
Illinois
$5.61M
FPW
421
Flywheel Private Wealth
California
$5.6M
AC
422
Avant Capital
Louisiana
$5.56M
PCIG
423
Partners Capital Investment Group
Massachusetts
$5.48M
AF
424
Apollon Financial
South Carolina
$5.47M
QPWM
425
Quadrant Private Wealth Management
Pennsylvania
$5.43M