QUAL icon

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
BW
651
Blalock Williams
Alabama
$2.12M
BEW
652
Burton Enright Welch
California
$2.11M
BCMLT
653
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.1M
Fisher Asset Management
654
Fisher Asset Management
Washington
$2.07M
YIA
655
YHB Investment Advisors
Connecticut
$2.07M
QC
656
Quent Capital
New York
$2.07M
TP
657
Tranquility Partners
Tennessee
$2.06M
VFG
658
Victory Financial Group
Texas
$2.06M
UBS AM
659
UBS AM
Illinois
$2.05M
MA
660
MONECO Advisors
Connecticut
$2.05M
RCM
661
RMR Capital Management
California
$2.05M
AW
662
Alteri Wealth
California
$2.04M
First Trust Advisors
663
First Trust Advisors
Illinois
$2.03M
WF
664
WealthPoint Financial
North Carolina
$2.02M
FFG
665
Foundry Financial Group
New Hampshire
$2.01M
IIL
666
Insight Inv LLC
California
$2.01M
SEIA
667
Signature Estate & Investment Advisors
California
$2.01M
ECA
668
Elevated Capital Advisors
Utah
$2.01M
HNB
669
Huntington National Bank
Ohio
$2M
AWA
670
Asempa Wealth Advisors
Louisiana
$1.99M
HP
671
Holistic Planning
Texas
$1.98M
BFS
672
BridgePort Financial Solutions
Iowa
$1.97M
LFA
673
Level Financial Advisors
New York
$1.97M
PIA
674
Panoramic Investment Advisors
Colorado
$1.97M
TWA
675
Talisman Wealth Advisors
New Jersey
$1.96M