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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
CWG
551
Cornerstone Wealth Group
North Carolina
$3.35M
AWA
552
A4 Wealth Advisors
North Carolina
$3.35M
AFP
553
Ausdal Financial Partners
Iowa
$3.34M
CAG
554
Crestwood Advisors Group
Massachusetts
$3.32M
SFM
555
Signet Financial Management
New Jersey
$3.31M
PIA
556
Pinion Investment Advisors
Kansas
$3.3M
BRWA
557
B. Riley Wealth Advisors
Florida
$3.29M
TCA
558
Transcend Capital Advisors
New Jersey
$3.27M
RSWA
559
Robinson Smith Wealth Advisors
Maine
$3.24M
BBHC
560
Brown Brothers Harriman & Co
New York
$3.23M
USCWA
561
U.S. Capital Wealth Advisors
Texas
$3.23M
MGWM
562
Marks Group Wealth Management
Minnesota
$3.21M
CP
563
Clarendon Private
Massachusetts
$3.2M
WFS
564
WealthGarden F.S.
California
$3.19M
DWM
565
Dakota Wealth Management
Florida
$3.19M
Citigroup
566
Citigroup
New York
$3.17M
MFIM
567
Mesirow Financial Investment Management
Illinois
$3.14M
QCM
568
QRG Capital Management
Illinois
$3.14M
MNA
569
Manning & Napier Advisors
New York
$3.12M
CGA
570
Crescent Grove Advisors
Illinois
$3.06M
BIG
571
Brookwood Investment Group
Arizona
$3.04M
AWA
572
Acorn Wealth Advisors
Michigan
$3.03M
MAM
573
Milestone Asset Management
Pennsylvania
$3.02M
KWS
574
Keystone Wealth Services
California
$3.02M
Bessemer Group
575
Bessemer Group
New Jersey
$2.98M