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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
AWM
476
Aries Wealth Management
Maine
$4.54M
HOWA
477
Hudson Oak Wealth Advisory
New Jersey
$4.51M
SG
478
Stanich Group
New York
$4.49M
IAS
479
Insigneo Advisory Services
Florida
$4.46M
TWA
480
TCI Wealth Advisors
Arizona
$4.46M
FCFC
481
First Citizens Financial Corp
Iowa
$4.44M
TAM
482
Titleist Asset Management
Texas
$4.43M
TF
483
TME Financial
California
$4.41M
AWE
484
Avidian Wealth Enterprises
Texas
$4.39M
FWP
485
Firethorn Wealth Partners
Georgia
$4.32M
APA
486
Astoria Portfolio Advisors
New York
$4.31M
ISFAN
487
Investor's Fiduciary Advisor Network
Washington
$4.29M
IA
488
Inspire Advisors
Idaho
$4.25M
MCM
489
M1 Capital Management
Michigan
$4.24M
BIM
490
Bridges Investment Management
Nebraska
$4.22M
CWM
491
Cornerstone Wealth Management
Missouri
$4.21M
SVWG
492
Shared Vision Wealth Group
United States
$4.2M
MSWMA
493
Market Street Wealth Management Advisors
Indiana
$4.19M
GCM
494
Gambit Capital Management
Tennessee
$4.18M
KCA
495
Kastel Capital Advisors
Massachusetts
$4.15M
ICP
496
Interchange Capital Partners
Pennsylvania
$4.12M
DWA
497
Davis Wealth Advisors
New Hampshire
$4.1M
CWM
498
Curtis Wealth Management
Nevada
$4.1M
TCM
499
Triumph Capital Management
Colorado
$4.08M
OWCM
500
One Wealth Capital Management
Arizona
$4.08M