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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
GT
601
Greenleaf Trust
Michigan
$2.67M
NCM
602
Northwest Capital Management
Oregon
$2.67M
FCH
603
Freestone Capital Holdings
Washington
$2.67M
WAL
604
W Advisors LLC
Tennessee
$2.66M
PCS
605
Private Client Services
Kentucky
$2.66M
WA
606
WBH Advisory
Maryland
$2.65M
GAM
607
Gotham Asset Management
New York
$2.62M
ECM
608
Evergreen Capital Management
Washington
$2.56M
EWA
609
EverSource Wealth Advisors
Alabama
$2.56M
AIP
610
Almanack Investment Partners
Pennsylvania
$2.54M
TL
611
Tradewinds LLC
North Carolina
$2.53M
BSTWA
612
Blake Schutter Theil Wealth Advisors
Ohio
$2.51M
CPIG
613
Chicago Partners Investment Group
Illinois
$2.51M
MHB
614
Midwest Heritage Bank
Iowa
$2.5M
MWA
615
Merkkuri Wealth Advisors
New York
$2.48M
YWM
616
Yukon Wealth Management
Kansas
$2.48M
AWMG
617
ADG Wealth Management Group
Louisiana
$2.47M
JSW
618
Journey Strategic Wealth
New Jersey
$2.46M
CFD
619
Creative Financial Designs
Indiana
$2.46M
GWMR
620
GC Wealth Management RIA
Massachusetts
$2.43M
IFWM
621
Institute for Wealth Management
Colorado
$2.43M
FFG
622
Frisch Financial Group
New York
$2.42M
TWP
623
Tempus Wealth Planning
California
$2.39M
FAIM
624
Financial Advocates Investment Management
Washington
$2.34M
BWM
625
BigSur Wealth Management
Florida
$2.33M