QUAL icon

iShares MSCI USA Quality Factor ETF

1,579 hedge funds and large institutions have $40.6B invested in iShares MSCI USA Quality Factor ETF in 2025 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 444 increasing their positions, 729 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $45.7B → $40.6B (-$5.13B)

17% less funds holding in top 10

Funds holding in top 10: 216179 (-37)

39% less repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 729

Holders
1,579
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
179
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.05M
Puts
$1.71M
Net Calls
Net Calls Change

Top Sellers

1 -$1.84B
2 -$461M
3 -$379M
4
Two Sigma Investments
Two Sigma Investments
New York
-$299M
5
BlackRock
BlackRock
New York
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
476
Flagship Harbor Advisors
Massachusetts
$4.67M
SQA
477
Simon Quick Advisors
New Jersey
$4.66M
SOS
478
Silver Oak Securities
Tennessee
$4.65M
TWA
479
TCI Wealth Advisors
Arizona
$4.62M
BIM
480
Bridges Investment Management
Nebraska
$4.62M
HOWA
481
Hudson Oak Wealth Advisory
New Jersey
$4.59M
MWM
482
MorganRosel Wealth Management
Colorado
$4.57M
OP
483
ORG Partners
Indiana
$4.57M
CWM
484
Curtis Wealth Management
Nevada
$4.55M
TCM
485
Triumph Capital Management
Colorado
$4.5M
SWM
486
Sherman Wealth Management
Maryland
$4.46M
CWM
487
Cornerstone Wealth Management
Missouri
$4.44M
TAM
488
Titleist Asset Management
Texas
$4.44M
BFP
489
Beacon Financial Planning
Massachusetts
$4.44M
TVM
490
True Vision MN
Minnesota
$4.41M
RIM
491
Redwood Investment Management
Arizona
$4.4M
BWMG
492
Barnes Wealth Management Group
California
$4.39M
BFG
493
Buttonwood Financial Group
Missouri
$4.31M
TF
494
TME Financial
California
$4.31M
APA
495
Astoria Portfolio Advisors
New York
$4.26M
DWA
496
Davis Wealth Advisors
New Hampshire
$4.25M
AC
497
Avestar Capital
New York
$4.25M
BS
498
Banco Santander
Spain
$4.18M
KCA
499
Kastel Capital Advisors
Massachusetts
$4.15M
GWM
500
Geneos Wealth Management
Colorado
$4.13M