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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
JESC
526
J.E. Simmons & Co
Texas
$3.68M
BFA
527
Beacon Financial Advisory
Ohio
$3.68M
EWA
528
Etesian Wealth Advisors
Oregon
$3.67M
SQA
529
Simon Quick Advisors
New Jersey
$3.64M
JWM
530
JPL Wealth Management
Colorado
$3.63M
ACM
531
Absolute Capital Management
Pennsylvania
$3.61M
IC
532
IEQ Capital
California
$3.61M
IAS
533
Integrity Advisory Solutions
Texas
$3.6M
BNP Paribas Financial Markets
534
BNP Paribas Financial Markets
France
$3.59M
CIC
535
Carnegie Investment Counsel
Ohio
$3.58M
MAG
536
Mayfair Advisory Group
Alabama
$3.58M
CPG
537
Cornerstone Planning Group
New Jersey
$3.54M
VPP
538
Vertex Planning Partners
Illinois
$3.53M
Pathstone Holdings
539
Pathstone Holdings
New Jersey
$3.51M
HAG
540
HighPoint Advisor Group
Illinois
$3.48M
MIM
541
Macroview Investment Management
Maryland
$3.47M
1L
542
10Elms LLP
Oklahoma
$3.47M
GM
543
GeoWealth Management
Illinois
$3.46M
SI
544
SimpliFi Inc
California
$3.44M
BS
545
Banco Santander
Spain
$3.44M
BFC
546
Bedel Financial Consulting
Indiana
$3.43M
HWM
547
HB Wealth Management
Georgia
$3.42M
TIM
548
Tortoise Investment Management
New York
$3.41M
EFG
549
Ethos Financial Group
Pennsylvania
$3.41M
NP
550
NorthRock Partners
Minnesota
$3.37M