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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
AC
651
AWM Capital
Arizona
$2.16M
PP
652
Patten & Patten
Tennessee
$2.14M
KAS
653
KPP Advisory Services
Kentucky
$2.14M
BCWM
654
Bartlett & Co Wealth Management
Ohio
$2.14M
NL
655
NWAM LLC
Washington
$2.14M
TWP
656
Triad Wealth Partners
Kansas
$2.13M
HW
657
HORAN Wealth
Ohio
$2.13M
EWA
658
Exencial Wealth Advisors
Oklahoma
$2.13M
BW
659
Blalock Williams
Alabama
$2.12M
BEW
660
Burton Enright Welch
California
$2.11M
HC
661
Henshaw Capital
Massachusetts
$2.11M
BCMLT
662
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.1M
Fisher Asset Management
663
Fisher Asset Management
Washington
$2.07M
YIA
664
YHB Investment Advisors
Connecticut
$2.07M
QC
665
Quent Capital
New York
$2.07M
TP
666
Tranquility Partners
Tennessee
$2.06M
VFG
667
Victory Financial Group
Texas
$2.06M
UBS AM
668
UBS AM
Illinois
$2.05M
MA
669
MONECO Advisors
Connecticut
$2.05M
RCM
670
RMR Capital Management
California
$2.05M
AW
671
Alteri Wealth
California
$2.04M
First Trust Advisors
672
First Trust Advisors
Illinois
$2.03M
FFG
673
Foundry Financial Group
New Hampshire
$2.01M
IIL
674
Insight Inv LLC
California
$2.01M
SEIA
675
Signature Estate & Investment Advisors
California
$2.01M