QUAL icon

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
TF
476
TME Financial
California
$4.41M
AWE
477
Avidian Wealth Enterprises
Texas
$4.39M
FWP
478
Firethorn Wealth Partners
Georgia
$4.32M
APA
479
Astoria Portfolio Advisors
New York
$4.31M
ISFAN
480
Investor's Fiduciary Advisor Network
Washington
$4.29M
IA
481
Inspire Advisors
Idaho
$4.25M
MCM
482
M1 Capital Management
Michigan
$4.24M
BIM
483
Bridges Investment Management
Nebraska
$4.22M
CWM
484
Cornerstone Wealth Management
Missouri
$4.21M
SVWG
485
Shared Vision Wealth Group
United States
$4.2M
MSWMA
486
Market Street Wealth Management Advisors
Indiana
$4.19M
GCM
487
Gambit Capital Management
Tennessee
$4.18M
KCA
488
Kastel Capital Advisors
Massachusetts
$4.15M
ICP
489
Interchange Capital Partners
Pennsylvania
$4.12M
DWA
490
Davis Wealth Advisors
New Hampshire
$4.1M
CWM
491
Curtis Wealth Management
Nevada
$4.1M
TCM
492
Triumph Capital Management
Colorado
$4.08M
OWCM
493
One Wealth Capital Management
Arizona
$4.08M
AC
494
Avestar Capital
New York
$4.07M
PFS
495
Prospera Financial Services
Texas
$4.03M
SW
496
Simplicity Wealth
New Jersey
$4M
GWM
497
Geneos Wealth Management
Colorado
$3.99M
AWM
498
Axxcess Wealth Management
California
$3.99M
FF
499
Fluent Financial
Texas
$3.97M
SWM
500
Sherman Wealth Management
Maryland
$3.97M