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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
KCM
426
KM Capital Management
Texas
$6.01M
APA
427
Astoria Portfolio Advisors
New York
$5.95M
ATS
428
Ashton Thomas Securities
New York
$5.92M
AC
429
Avant Capital
Louisiana
$5.88M
WWG
430
West Wealth Group
California
$5.86M
AC
431
AlphaCore Capital
California
$5.8M
GWP
432
Gateway Wealth Partners
Wisconsin
$5.78M
PCIG
433
Partners Capital Investment Group
Massachusetts
$5.78M
SCM
434
Sheridan Capital Management
California
$5.77M
SFG
435
Shum Financial Group
California
$5.73M
IC
436
Inscription Capital
Texas
$5.72M
PI
437
PineBridge Investments
New York
$5.68M
ISFAN
438
Investor's Fiduciary Advisor Network
Washington
$5.63M
LGW
439
Leslie Global Wealth
Illinois
$5.52M
WWM
440
Western Wealth Management
Colorado
$5.47M
KAS
441
KPP Advisory Services
Kentucky
$5.44M
AF
442
Apollon Financial
South Carolina
$5.44M
FEG
443
Financial Enhancement Group
Indiana
$5.42M
TAM
444
Titleist Asset Management
Texas
$5.4M
BCG
445
Breakwater Capital Group
New Jersey
$5.38M
EP
446
Ehrenkranz Partners
New York
$5.35M
NYLIM
447
New York Life Investment Management
New York
$5.35M
VPP
448
Vertex Planning Partners
Illinois
$5.34M
WIA
449
World Investment Advisors
California
$5.33M
AMM
450
American Money Management
California
$5.32M