We are live on ! Find out more
QUAL icon

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
HFRG
576
Houlihan Financial Resource Group
Virginia
$2.91M
TF
577
Theory Financial
Colorado
$2.9M
FLPIM
578
F.L. Putnam Investment Management
Massachusetts
$2.9M
AWA
579
Alta Wealth Advisors
Massachusetts
$2.89M
PRAG
580
Portfolio Resources Advisor Group
Florida
$2.88M
RW
581
Ridgeline Wealth
Arizona
$2.88M
OCA
582
OpenArc Corporate Advisory
Georgia
$2.87M
MWM
583
Maimon Wealth Management
Israel
$2.85M
CFG
584
Carr Financial Group
Massachusetts
$2.84M
IWS
585
Intentional Wealth Strategies
Colorado
$2.84M
BCM
586
Boreal Capital Management
Florida
$2.84M
JIP
587
Jaffetilchin Investment Partners
Florida
$2.82M
WC
588
Waterloo Capital
Texas
$2.79M
AG
589
AlTi Global
New York
$2.79M
IAN
590
Integrated Advisors Network
Texas
$2.79M
AWM
591
Alterna Wealth Management
Texas
$2.75M
FRA
592
FFG Retirement Advisors
Colorado
$2.75M
PIM
593
Provident Investment Management
Michigan
$2.74M
GAM
594
Gotham Asset Management
New York
$2.72M
HPM
595
Hoxton Planning & Management
West Virginia
$2.72M
DWA
596
Delta Wealth Advisors
Indiana
$2.72M
MWM
597
MorganRosel Wealth Management
Colorado
$2.7M
MHS
598
M Holdings Securities
Oregon
$2.7M
PFT
599
Providence First Trust
Arizona
$2.69M
GT
600
Greenleaf Trust
Michigan
$2.66M