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
BWM
501
Bulltick Wealth Management
Florida
$3.96M
GWSA
502
Global Wealth Strategies & Associates
Colorado
$3.95M
CWP
503
CFM Wealth Partners
Texas
$3.93M
CG
504
Cynosure Group
Utah
$3.89M
HI
505
Harbour Investments
Wisconsin
$3.87M
WIC
506
Woodmont Investment Counsel
Tennessee
$3.86M
PIA
507
Polaris Investment Advisors
Massachusetts
$3.85M
SCM
508
Sollinda Capital Management
Florida
$3.85M
CPIG
509
Chicago Partners Investment Group
Illinois
$3.84M
PTC
510
Private Trust Company
Ohio
$3.84M
DC
511
Davenport & Co
Virginia
$3.84M
BWMG
512
Barnes Wealth Management Group
California
$3.82M
FF
513
Farrell Financial
New York
$3.8M
CCFM
514
Clear Creek Financial Management
Washington
$3.77M
TWP
515
Tyche Wealth Partners
Texas
$3.77M
BFG
516
Buttonwood Financial Group
Missouri
$3.75M
FFS
517
Founders Financial Securities
Maryland
$3.73M
JESC
518
J.E. Simmons & Co
Texas
$3.68M
BFA
519
Beacon Financial Advisory
Ohio
$3.68M
EWA
520
Etesian Wealth Advisors
Oregon
$3.67M
SQA
521
Simon Quick Advisors
New Jersey
$3.64M
JWM
522
JPL Wealth Management
Colorado
$3.63M
ACM
523
Absolute Capital Management
Pennsylvania
$3.61M
IC
524
IEQ Capital
California
$3.61M
IAS
525
Integrity Advisory Solutions
Texas
$3.6M