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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
PCS
601
Private Client Services
Kentucky
$2.54M
CA
602
Chatterton & Associates
California
$2.54M
AWMG
603
ADG Wealth Management Group
Louisiana
$2.54M
WA
604
WBH Advisory
Maryland
$2.53M
RSWM
605
Robertson Stephens Wealth Management
California
$2.53M
FSA
606
Fort Sheridan Advisors
Illinois
$2.52M
YWM
607
Yukon Wealth Management
Kansas
$2.49M
LIA
608
LifePlan Investment Advisors
North Carolina
$2.48M
TSS
609
Two Sigma Securities
New York
$2.48M
RIM
610
Redwood Investment Management
Arizona
$2.47M
GEA
611
Glen Eagle Advisors
New Jersey
$2.46M
EWA
612
EverSource Wealth Advisors
Alabama
$2.46M
BWA
613
Bestgate Wealth Advisors
Maryland
$2.46M
CPCL
614
Cadia Private Client LLC
New Jersey
$2.44M
AIP
615
Almanack Investment Partners
Pennsylvania
$2.42M
GWMR
616
GC Wealth Management RIA
Massachusetts
$2.42M
CAG
617
Curtis Advisory Group
California
$2.41M
RWS
618
Retirement Wealth Solutions
Wisconsin
$2.41M
MWM
619
Meridian Wealth Management
Kentucky
$2.4M
MG
620
Mather Group
Illinois
$2.39M
EIP
621
Ellis Investment Partners
Pennsylvania
$2.38M
SAW
622
Signal Advisors Wealth
Michigan
$2.35M
RMAM
623
Raab & Moskowitz Asset Management
New Jersey
$2.34M
HWA
624
Heritage Wealth Architects
Minnesota
$2.33M
HAFG
625
Hansen & Associates Financial Group
California
$2.32M