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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
551
B.O.S.S. Retirement Advisors
Utah
$3.29M
SCM
552
Sollinda Capital Management
Florida
$3.28M
FFS
553
Founders Financial Securities
Maryland
$3.28M
USCWA
554
U.S. Capital Wealth Advisors
Texas
$3.24M
WFA
555
Wells Financial Advisors
Massachusetts
$3.24M
ACM
556
Absolute Capital Management
Pennsylvania
$3.21M
MFIM
557
Mesirow Financial Investment Management
Illinois
$3.18M
DWM
558
Dakota Wealth Management
Florida
$3.17M
RW
559
Ridgeline Wealth
Arizona
$3.15M
IC
560
IEQ Capital
California
$3.14M
CRI
561
Commonwealth Retirement Investments
Virginia
$3.13M
FLPIM
562
F.L. Putnam Investment Management
Massachusetts
$3.12M
BWM
563
Bulltick Wealth Management
Florida
$3.09M
CWP
564
Cyndeo Wealth Partners
Florida
$3.07M
AWA
565
Acorn Wealth Advisors
Michigan
$3.05M
WP
566
WealthPLAN Partners
Nebraska
$3.04M
FHC
567
First Heartland Consultants
Missouri
$3.03M
KWS
568
Keystone Wealth Services
California
$3.03M
BA
569
Bristlecone Advisors
Washington
$3.02M
NP
570
NorthRock Partners
Minnesota
$3M
JHC
571
J. Hagan Capital
Kentucky
$2.99M
TIM
572
Tortoise Investment Management
New York
$2.98M
WBG
573
Wharton Business Group
Pennsylvania
$2.98M
BWM
574
BlackDiamond Wealth Management
New York
$2.98M
CFG
575
Carr Financial Group
Massachusetts
$2.96M