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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
476
WealthGarden F.S.
California
$4.7M
SQA
477
Simon Quick Advisors
New Jersey
$4.63M
TWA
478
TCI Wealth Advisors
Arizona
$4.61M
DWA
479
Delos Wealth Advisors
Texas
$4.56M
BIM
480
Bridges Investment Management
Nebraska
$4.52M
BRWA
481
B. Riley Wealth Advisors
Florida
$4.52M
FHA
482
Flagship Harbor Advisors
Massachusetts
$4.52M
CC
483
Copperleaf Capital
North Carolina
$4.51M
TCA
484
Transcend Capital Advisors
New Jersey
$4.47M
PTC
485
Private Trust Company
Ohio
$4.39M
TCM
486
Triumph Capital Management
Colorado
$4.38M
AC
487
Avestar Capital
New York
$4.38M
CWM
488
Cornerstone Wealth Management
Missouri
$4.36M
ICP
489
Interchange Capital Partners
Pennsylvania
$4.35M
MWM
490
MorganRosel Wealth Management
Colorado
$4.33M
BFA
491
Beacon Financial Advisory
Ohio
$4.32M
BFP
492
Beacon Financial Planning
Massachusetts
$4.28M
DC
493
Davenport & Co
Virginia
$4.26M
FFG
494
Foundry Financial Group
New Hampshire
$4.22M
EFG
495
Ethos Financial Group
Pennsylvania
$4.17M
MYIA
496
Mount Yale Investment Advisors
Colorado
$4.13M
CAM
497
Concorde Asset Management
Michigan
$4.11M
EFG
498
Embree Financial Group
Illinois
$4.1M
BS
499
Banco Santander
Spain
$4.09M
GWM
500
Geneos Wealth Management
Colorado
$4.09M