We are live on ! Find out more
QUAL icon

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
AC
501
Avestar Capital
New York
$4.07M
PFS
502
Prospera Financial Services
Texas
$4.03M
SW
503
Simplicity Wealth
New Jersey
$4M
GWM
504
Geneos Wealth Management
Colorado
$3.99M
AWM
505
Axxcess Wealth Management
California
$3.99M
FF
506
Fluent Financial
Texas
$3.97M
SWM
507
Sherman Wealth Management
Maryland
$3.97M
BWM
508
Bulltick Wealth Management
Florida
$3.96M
GWSA
509
Global Wealth Strategies & Associates
Colorado
$3.95M
CWP
510
CFM Wealth Partners
Texas
$3.93M
CG
511
Cynosure Group
Utah
$3.89M
HI
512
Harbour Investments
Wisconsin
$3.87M
WIC
513
Woodmont Investment Counsel
Tennessee
$3.86M
PIA
514
Polaris Investment Advisors
Massachusetts
$3.85M
SCM
515
Sollinda Capital Management
Florida
$3.85M
CPIG
516
Chicago Partners Investment Group
Illinois
$3.84M
PTC
517
Private Trust Company
Ohio
$3.84M
DC
518
Davenport & Co
Virginia
$3.84M
BWMG
519
Barnes Wealth Management Group
California
$3.82M
FF
520
Farrell Financial
New York
$3.8M
CCFM
521
Clear Creek Financial Management
Washington
$3.77M
CAM
522
Concorde Asset Management
Michigan
$3.77M
TWP
523
Tyche Wealth Partners
Texas
$3.77M
BFG
524
Buttonwood Financial Group
Missouri
$3.75M
FFS
525
Founders Financial Securities
Maryland
$3.73M