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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
ECA
676
Elevated Capital Advisors
Utah
$2.01M
HNB
677
Huntington National Bank
Ohio
$2M
AWA
678
Asempa Wealth Advisors
Louisiana
$1.99M
WF
679
WealthPoint Financial
North Carolina
$1.99M
HP
680
Holistic Planning
Texas
$1.98M
BFS
681
BridgePort Financial Solutions
Iowa
$1.97M
LFA
682
Level Financial Advisors
New York
$1.97M
PIA
683
Panoramic Investment Advisors
Colorado
$1.97M
TWA
684
Talisman Wealth Advisors
New Jersey
$1.96M
NS
685
Northland Securities
Minnesota
$1.96M
JHC
686
J. Hagan Capital
Kentucky
$1.96M
IWP
687
Integrity Wealth Partners
California
$1.94M
CHAM
688
Clear Harbor Asset Management
Connecticut
$1.93M
TWP
689
Tempus Wealth Planning
California
$1.91M
CRI
690
Commonwealth Retirement Investments
Virginia
$1.91M
WB
691
WesBanco Bank
West Virginia
$1.91M
RRA
692
Red Reef Advisors
Florida
$1.9M
PCA
693
Purkiss Capital Advisors
Connecticut
$1.9M
WS
694
Wedbush Securities
California
$1.88M
DE
695
Diversified Enterprises
Delaware
$1.88M
EFS
696
Essex Financial Services
Connecticut
$1.87M
SPA
697
Shore Point Advisors
New Jersey
$1.87M
RIS
698
Richmond Investment Services
Wisconsin
$1.85M
SPI
699
Sutton Place Investors
New York
$1.85M
MF
700
Midwestern Financial
Iowa
$1.85M