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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
TWM
601
Thrive Wealth Management
Pennsylvania
$2.66M
AZ
602
Alpha Zero
Florida
$2.65M
BEI
603
Benjamin Edwards Inc
Missouri
$2.62M
FCH
604
Freestone Capital Holdings
Washington
$2.62M
MWM
605
Mission Wealth Management
California
$2.61M
EFG
606
Ehrlich Financial Group
California
$2.59M
SAM
607
Smartleaf Asset Management
Massachusetts
$2.59M
KP
608
Keel Point
Alabama
$2.57M
MCWS
609
McKinley Carter Wealth Services
West Virginia
$2.56M
PCS
610
Private Client Services
Kentucky
$2.54M
CA
611
Chatterton & Associates
California
$2.54M
AWMG
612
ADG Wealth Management Group
Louisiana
$2.54M
WA
613
WBH Advisory
Maryland
$2.53M
RSWM
614
Robertson Stephens Wealth Management
California
$2.53M
FSA
615
Fort Sheridan Advisors
Illinois
$2.52M
YWM
616
Yukon Wealth Management
Kansas
$2.49M
LIA
617
LifePlan Investment Advisors
North Carolina
$2.48M
TSS
618
Two Sigma Securities
New York
$2.48M
RIM
619
Redwood Investment Management
Arizona
$2.47M
GEA
620
Glen Eagle Advisors
New Jersey
$2.46M
EWA
621
EverSource Wealth Advisors
Alabama
$2.46M
BWA
622
Bestgate Wealth Advisors
Maryland
$2.46M
CPC
623
Cadia Private Client
New Jersey
$2.44M
AIP
624
Almanack Investment Partners
Pennsylvania
$2.42M
GWMR
625
GC Wealth Management RIA
Massachusetts
$2.42M