We are live on ! Find out more
QUAL icon

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
WF
451
Warner Financial
Maryland
$4.94M
HWM
452
Hobbs Wealth Management
Indiana
$4.93M
LF
453
Lantz Financial
Illinois
$4.92M
FCM
454
Fortis Capital Management
Washington
$4.9M
RWA
455
Resolute Wealth Advisor
Ohio
$4.85M
RTL
456
Red Tortoise LLC
Georgia
$4.84M
HWA
457
HMV Wealth Advisors
Louisiana
$4.83M
O3W
458
Omni 360 Wealth
New Jersey
$4.81M
FWM
459
Forteris Wealth Management
New York
$4.79M
TC
460
Tacita Capital
Ontario, Canada
$4.78M
LFWA
461
LiftPoint Family Wealth Advisors
New Jersey
$4.77M
SF
462
SWP Financial
California
$4.77M
SWM
463
SigFig Wealth Management
California
$4.76M
B
464
Bedminster
South Carolina
$4.75M
DF
465
Daviman Financial
Indiana
$4.74M
TC
466
Town Capital
Maryland
$4.72M
BOSSRA
467
B.O.S.S. Retirement Advisors
Utah
$4.71M
EPW
468
Endeavor Private Wealth
Kansas
$4.64M
SFSG
469
Sound Financial Strategies Group
Mississippi
$4.61M
LCC
470
Lincoln Capital Corp
Rhode Island
$4.6M
FHA
471
Flagship Harbor Advisors
Massachusetts
$4.6M
TVM
472
True Vision MN
Minnesota
$4.6M
GSEP
473
Golden State Equity Partners
California
$4.57M
RFA
474
Rollins Financial Advisors
New York
$4.56M
MCA
475
Magnolia Capital Advisors
Mississippi
$4.54M