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iShares MSCI USA Quality Factor ETF

1,617 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, 625 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 (-$891M)

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
1,617
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
HAFG
626
Hansen & Associates Financial Group
California
$2.32M
TAM
627
Tocqueville Asset Management
New York
$2.32M
ERWM
628
Elk River Wealth Management
Colorado
$2.3M
BWM
629
BigSur Wealth Management
Florida
$2.3M
LCP
630
Larch Capital Partners
Florida
$2.29M
VCA
631
Verdence Capital Advisors
Maryland
$2.28M
BWM
632
BlackDiamond Wealth Management
New York
$2.27M
EL
633
EQ LLC
Washington
$2.27M
XPN
634
XY Planning Network
Montana
$2.26M
ATC
635
Argent Trust Co
Tennessee
$2.22M
TFM
636
TFC Financial Management
Massachusetts
$2.22M
VA
637
Valmark Advisers
Ohio
$2.21M
BCA
638
Bay Colony Advisors
Massachusetts
$2.21M
ECM
639
Evergreen Capital Management
Washington
$2.21M
BSTWA
640
Blake Schutter Theil Wealth Advisors
Ohio
$2.2M
KWA
641
Kingswood Wealth Advisors
California
$2.17M
HCM
642
Hengehold Capital Management
Ohio
$2.17M
AC
643
AWM Capital
Arizona
$2.16M
PP
644
Patten & Patten
Tennessee
$2.14M
KAS
645
KPP Advisory Services
Kentucky
$2.14M
BCWM
646
Bartlett & Co Wealth Management
Ohio
$2.14M
NL
647
NWAM LLC
Washington
$2.14M
TWP
648
Triad Wealth Partners
Kansas
$2.13M
HW
649
HORAN Wealth
Ohio
$2.13M
EWA
650
Exencial Wealth Advisors
Oklahoma
$2.13M