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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
HWA
451
HMV Wealth Advisors
Louisiana
$4.83M
O3W
452
Omni 360 Wealth
New Jersey
$4.81M
FWM
453
Forteris Wealth Management
New York
$4.79M
TC
454
Tacita Capital
Ontario, Canada
$4.78M
LFWA
455
LiftPoint Family Wealth Advisors
New Jersey
$4.77M
SF
456
SWP Financial
California
$4.77M
SWM
457
SigFig Wealth Management
California
$4.76M
B
458
Bedminster
South Carolina
$4.75M
DF
459
Daviman Financial
Indiana
$4.74M
BOSSRA
460
B.O.S.S. Retirement Advisors
Utah
$4.71M
EPW
461
Endeavor Private Wealth
Kansas
$4.64M
SFSG
462
Sound Financial Strategies Group
Mississippi
$4.61M
LCC
463
Lincoln Capital Corp
Rhode Island
$4.6M
FHA
464
Flagship Harbor Advisors
Massachusetts
$4.6M
TVM
465
True Vision MN
Minnesota
$4.6M
GSEP
466
Golden State Equity Partners
California
$4.57M
RFA
467
Rollins Financial Advisors
New York
$4.56M
MCA
468
Magnolia Capital Advisors
Mississippi
$4.54M
AWM
469
Aries Wealth Management
Maine
$4.54M
HOWA
470
Hudson Oak Wealth Advisory
New Jersey
$4.51M
SG
471
Stanich Group
New York
$4.49M
IAS
472
Insigneo Advisory Services
Florida
$4.46M
TWA
473
TCI Wealth Advisors
Arizona
$4.46M
FCFC
474
First Citizens Financial Corp
Iowa
$4.44M
TAM
475
Titleist Asset Management
Texas
$4.43M