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iShares MSCI USA Quality Factor ETF

1,452 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 696 increasing their positions, 464 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $43.8B → $42.7B (-$1.08B)

1% less funds holding

Funds holding: 1,4741,452 (-22)

4% less funds holding in top 10

Funds holding in top 10: 258247 (-11)

Holders
1,452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.9M
Puts
$1.11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$323M
OWM
27
Orgel Wealth Management
Wisconsin
$322M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$314M
Stifel Financial
29
Stifel Financial
Missouri
$301M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$265M
HTC
31
Haverford Trust Company
Pennsylvania
$260M
HighTower Advisors
32
HighTower Advisors
Illinois
$245M
Bank of New York Mellon
33
Bank of New York Mellon
New York
$236M
Osaic Holdings
34
Osaic Holdings
Arizona
$225M
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$220M
WBG
36
Wharton Business Group
Pennsylvania
$214M
MMA
37
Miracle Mile Advisors
California
$214M
SCM
38
SCS Capital Management
Massachusetts
$207M
OIA
39
OneDigital Investment Advisors
Kansas
$198M
NA
40
NewEdge Advisors
Louisiana
$193M
IWC
41
Integrated Wealth Concepts
Massachusetts
$190M
CWM
42
Connecticut Wealth Management
Connecticut
$188M
EWM
43
Empirical Wealth Management
Washington
$171M
KIM
44
Kestra Investment Management
Texas
$135M
JC
45
JB Capital
Connecticut
$133M
SFG
46
SNS Financial Group
Minnesota
$129M
FIA
47
Foundations Investment Advisors
Arizona
$128M
SF
48
Synovus Financial
Georgia
$122M
FG
49
Foster Group
Iowa
$115M
PCIA
50
Prime Capital Investment Advisors
Kansas
$114M