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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
RSWA
551
Robinson Smith Wealth Advisors
Maine
$3.24M
BBHC
552
Brown Brothers Harriman & Co
New York
$3.23M
USCWA
553
U.S. Capital Wealth Advisors
Texas
$3.23M
MGWM
554
Marks Group Wealth Management
Minnesota
$3.21M
CP
555
Clarendon Private
Massachusetts
$3.2M
WFS
556
WealthGarden F.S.
California
$3.19M
DWM
557
Dakota Wealth Management
Florida
$3.19M
Citigroup
558
Citigroup
New York
$3.17M
MFIM
559
Mesirow Financial Investment Management
Illinois
$3.14M
QCM
560
QRG Capital Management
Illinois
$3.14M
MNA
561
Manning & Napier Advisors
New York
$3.12M
CGA
562
Crescent Grove Advisors
Illinois
$3.06M
BIG
563
Brookwood Investment Group
Arizona
$3.04M
AWA
564
Acorn Wealth Advisors
Michigan
$3.03M
MAM
565
Milestone Asset Management
Pennsylvania
$3.02M
KWS
566
Keystone Wealth Services
California
$3.02M
Bessemer Group
567
Bessemer Group
New Jersey
$2.98M
HFRG
568
Houlihan Financial Resource Group
Virginia
$2.91M
TF
569
Theory Financial
Colorado
$2.9M
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$2.9M
AWA
571
Alta Wealth Advisors
Massachusetts
$2.89M
PRAG
572
Portfolio Resources Advisor Group
Florida
$2.88M
RW
573
Ridgeline Wealth
Arizona
$2.88M
OCA
574
OpenArc Corporate Advisory
Georgia
$2.87M
MWM
575
Maimon Wealth Management
Israel
$2.85M