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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
NS
676
Northland Securities
Minnesota
$1.96M
JHC
677
J. Hagan Capital
Kentucky
$1.96M
IWP
678
Integrity Wealth Partners
California
$1.94M
CHAM
679
Clear Harbor Asset Management
Connecticut
$1.93M
TWP
680
Tempus Wealth Planning
California
$1.91M
CRI
681
Commonwealth Retirement Investments
Virginia
$1.91M
WB
682
WesBanco Bank
West Virginia
$1.91M
RRA
683
Red Reef Advisors
Florida
$1.9M
PCA
684
Purkiss Capital Advisors
Connecticut
$1.9M
WS
685
Wedbush Securities
California
$1.88M
DE
686
Diversified Enterprises
Delaware
$1.88M
EFS
687
Essex Financial Services
Connecticut
$1.87M
SPA
688
Shore Point Advisors
New Jersey
$1.87M
RIS
689
Richmond Investment Services
Wisconsin
$1.85M
SPI
690
Sutton Place Investors
New York
$1.85M
MF
691
Midwestern Financial
Iowa
$1.85M
BIG
692
Brooklyn Investment Group
New York
$1.85M
GFL
693
GTS FINANCIAL, LLC
Minnesota
$1.84M
WIM
694
WealthPlan Investment Management
Nebraska
$1.83M
WAL
695
W Advisors LLC
Tennessee
$1.83M
SMG
696
Smart Money Group
Texas
$1.83M
BWA
697
BCU Wealth Advisors
Illinois
$1.83M
BMWS
698
Brady Martz Wealth Solutions
North Dakota
$1.82M
AHL
699
Abel Hall LLC
Louisiana
$1.81M
FHC
700
First Heartland Consultants
Missouri
$1.81M