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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
FPW
426
Flywheel Private Wealth
California
$5.6M
AC
427
Avant Capital
Louisiana
$5.56M
PCIG
428
Partners Capital Investment Group
Massachusetts
$5.48M
AF
429
Apollon Financial
South Carolina
$5.47M
QPWM
430
Quadrant Private Wealth Management
Pennsylvania
$5.43M
SC
431
Summa Corp
Texas
$5.43M
Natixis Advisors
432
Natixis Advisors
Massachusetts
$5.42M
BFG
433
Beacon Financial Group
Texas
$5.4M
VCP
434
Verus Capital Partners
Arizona
$5.39M
HC
435
Hoese & Co
Minnesota
$5.27M
EP
436
Ehrenkranz Partners
New York
$5.27M
LWA
437
Lifelong Wealth Advisors
Minnesota
$5.23M
RF
438
Rossby Financial
Florida
$5.21M
CAAM
439
Cornerstone Advisors Asset Management
Pennsylvania
$5.1M
TW
440
Tempo Wealth
Ohio
$5.06M
CWAI
441
Core Wealth Advisors (Indiana)
Indiana
$5.05M
MWM
442
Mosley Wealth Management
California
$5.04M
LGW
443
Leslie Global Wealth
Illinois
$5.04M
PWM
444
Peak Wealth Management
New Hampshire
$5.03M
TPWA
445
Twin Peaks Wealth Advisors
California
$5.02M
BBA
446
Braun-Bostich & Associates
Pennsylvania
$5M
DWA
447
Delos Wealth Advisors
Texas
$4.99M
GWP
448
Gen-Wealth Partners
Michigan
$4.99M
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$4.97M
SPAS
450
Spectrum Planning & Advisory Services
California
$4.95M