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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
SC
426
Summa Corp
Texas
$5.43M
Natixis Advisors
427
Natixis Advisors
Massachusetts
$5.42M
BFG
428
Beacon Financial Group
Texas
$5.4M
HC
429
Hoese & Co
Minnesota
$5.27M
EP
430
Ehrenkranz Partners
New York
$5.27M
LWA
431
Lifelong Wealth Advisors
Minnesota
$5.23M
RF
432
Rossby Financial
Florida
$5.21M
CAAM
433
Cornerstone Advisors Asset Management
Pennsylvania
$5.1M
TW
434
Tempo Wealth
Ohio
$5.06M
CWAI
435
Core Wealth Advisors (Indiana)
Indiana
$5.05M
MWM
436
Mosley Wealth Management
California
$5.04M
LGW
437
Leslie Global Wealth
Illinois
$5.04M
PWM
438
Peak Wealth Management
New Hampshire
$5.03M
TPWA
439
Twin Peaks Wealth Advisors
California
$5.02M
BBA
440
Braun-Bostich & Associates
Pennsylvania
$5M
DWA
441
Delos Wealth Advisors
Texas
$4.99M
GWP
442
Gen-Wealth Partners
Michigan
$4.99M
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$4.97M
SPAS
444
Spectrum Planning & Advisory Services
California
$4.95M
WF
445
Warner Financial
Maryland
$4.94M
HWM
446
Hobbs Wealth Management
Indiana
$4.93M
LF
447
Lantz Financial
Illinois
$4.92M
FCM
448
Fortis Capital Management
Washington
$4.9M
RWA
449
Resolute Wealth Advisor
Ohio
$4.85M
RTL
450
Red Tortoise LLC
Georgia
$4.84M