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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
CAG
626
Curtis Advisory Group
California
$2.41M
RWS
627
Retirement Wealth Solutions
Wisconsin
$2.41M
MWM
628
Meridian Wealth Management
Kentucky
$2.4M
MG
629
Mather Group
Illinois
$2.39M
EIP
630
Ellis Investment Partners
Pennsylvania
$2.38M
SAW
631
Signal Advisors Wealth
Michigan
$2.35M
RMAM
632
Raab & Moskowitz Asset Management
New Jersey
$2.34M
HWA
633
Heritage Wealth Architects
Minnesota
$2.33M
HAFG
634
Hansen & Associates Financial Group
California
$2.32M
TAM
635
Tocqueville Asset Management
New York
$2.32M
ERWM
636
Elk River Wealth Management
Colorado
$2.3M
BWM
637
BigSur Wealth Management
Florida
$2.3M
LCP
638
Larch Capital Partners
Florida
$2.29M
VCA
639
Verdence Capital Advisors
Maryland
$2.28M
BWM
640
BlackDiamond Wealth Management
New York
$2.27M
EL
641
EQ LLC
Washington
$2.27M
XPN
642
XY Planning Network
Montana
$2.26M
ATC
643
Argent Trust Co
Tennessee
$2.22M
TFM
644
TFC Financial Management
Massachusetts
$2.22M
VA
645
Valmark Advisers
Ohio
$2.21M
BCA
646
Bay Colony Advisors
Massachusetts
$2.21M
ECM
647
Evergreen Capital Management
Washington
$2.21M
BSTWA
648
Blake Schutter Theil Wealth Advisors
Ohio
$2.2M
KWA
649
Kingswood Wealth Advisors
California
$2.17M
HCM
650
Hengehold Capital Management
Ohio
$2.17M