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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
BWA
626
Bestgate Wealth Advisors
Maryland
$2.33M
TFM
627
TFC Financial Management
Massachusetts
$2.32M
KWA
628
Kingswood Wealth Advisors
California
$2.32M
FSA
629
Fort Sheridan Advisors
Illinois
$2.3M
BCA
630
Bay Colony Advisors
Massachusetts
$2.27M
HWA
631
Heritage Wealth Architects
Minnesota
$2.27M
MA
632
MONECO Advisors
Connecticut
$2.27M
TP
633
Tranquility Partners
Tennessee
$2.25M
FIBOI
634
First International Bank of Israel
$2.23M
AWM
635
Activest Wealth Management
Florida
$2.2M
CP
636
Clarendon Private
Massachusetts
$2.19M
YIA
637
YHB Investment Advisors
Connecticut
$2.19M
SFG
638
Sovereign Financial Group
Connecticut
$2.17M
TWCA
639
Two West Capital Advisors
Kansas
$2.17M
ATC
640
Argent Trust Co
Tennessee
$2.16M
WS
641
Wedbush Securities
California
$2.15M
PP
642
Patten & Patten
Tennessee
$2.15M
ECA
643
Elevated Capital Advisors
Utah
$2.15M
WCM
644
WealthTrak Capital Management
Virginia
$2.14M
MA
645
MKT Advisors
California
$2.14M
EWA
646
Exencial Wealth Advisors
Oklahoma
$2.14M
MAM
647
Milestone Asset Management
Pennsylvania
$2.14M
EWA
648
Emergent Wealth Advisors
New York
$2.14M
WB
649
WesBanco Bank
West Virginia
$2.13M
RCM
650
RMR Capital Management
California
$2.13M