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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
BNP Paribas Financial Markets
526
BNP Paribas Financial Markets
France
$3.59M
CIC
527
Carnegie Investment Counsel
Ohio
$3.58M
MAG
528
Mayfair Advisory Group
Alabama
$3.58M
CPG
529
Cornerstone Planning Group
New Jersey
$3.54M
VPP
530
Vertex Planning Partners
Illinois
$3.53M
Pathstone Holdings
531
Pathstone Holdings
New Jersey
$3.51M
HAG
532
HighPoint Advisor Group
Illinois
$3.48M
MIM
533
Macroview Investment Management
Maryland
$3.47M
1L
534
10Elms LLP
Oklahoma
$3.47M
GM
535
GeoWealth Management
Illinois
$3.46M
SI
536
SimpliFi Inc
California
$3.44M
BS
537
Banco Santander
Spain
$3.44M
BFC
538
Bedel Financial Consulting
Indiana
$3.43M
HWM
539
HB Wealth Management
Georgia
$3.42M
TIM
540
Tortoise Investment Management
New York
$3.41M
EFG
541
Ethos Financial Group
Pennsylvania
$3.41M
NP
542
NorthRock Partners
Minnesota
$3.37M
CWG
543
Cornerstone Wealth Group
North Carolina
$3.35M
AWA
544
A4 Wealth Advisors
North Carolina
$3.35M
AFP
545
Ausdal Financial Partners
Iowa
$3.34M
CAG
546
Crestwood Advisors Group
Massachusetts
$3.32M
SFM
547
Signet Financial Management
New Jersey
$3.31M
PIA
548
Pinion Investment Advisors
Kansas
$3.3M
BRWA
549
B. Riley Wealth Advisors
Florida
$3.29M
TCA
550
Transcend Capital Advisors
New Jersey
$3.27M