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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
CFG
576
Carr Financial Group
Massachusetts
$2.84M
IWS
577
Intentional Wealth Strategies
Colorado
$2.84M
BCM
578
Boreal Capital Management
Florida
$2.84M
JIP
579
Jaffetilchin Investment Partners
Florida
$2.82M
WC
580
Waterloo Capital
Texas
$2.79M
AG
581
AlTi Global
New York
$2.79M
IAN
582
Integrated Advisors Network
Texas
$2.79M
AWM
583
Alterna Wealth Management
Texas
$2.75M
FRA
584
FFG Retirement Advisors
Colorado
$2.75M
PIM
585
Provident Investment Management
Michigan
$2.74M
GAM
586
Gotham Asset Management
New York
$2.72M
HPM
587
Hoxton Planning & Management
West Virginia
$2.72M
DWA
588
Delta Wealth Advisors
Indiana
$2.72M
MWM
589
MorganRosel Wealth Management
Colorado
$2.7M
MHS
590
M Holdings Securities
Oregon
$2.7M
PFT
591
Providence First Trust
Arizona
$2.69M
GT
592
Greenleaf Trust
Michigan
$2.66M
TWM
593
Thrive Wealth Management
Pennsylvania
$2.66M
AZ
594
Alpha Zero
Florida
$2.65M
BEI
595
Benjamin Edwards Inc
Missouri
$2.62M
FCH
596
Freestone Capital Holdings
Washington
$2.62M
MWM
597
Mission Wealth Management
California
$2.61M
EFG
598
Ehrlich Financial Group
California
$2.59M
SAM
599
Smartleaf Asset Management
Massachusetts
$2.59M
MCWS
600
McKinley Carter Wealth Services
West Virginia
$2.56M