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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
701
Catalina Capital Group
California
$1.71M
HKIMG
702
Hutchens & Kramer Investment Management Group
Indiana
$1.7M
RPGNY
703
Retirement Planning Group (New York)
New York
$1.68M
B
704
Bailard
California
$1.67M
HFS
705
Haverford Financial Services
Pennsylvania
$1.66M
VCM
706
Vision Capital Management
Oregon
$1.66M
CWMK
707
Caliber Wealth Management (Kansas)
Kansas
$1.66M
MF
708
Midwestern Financial
Iowa
$1.65M
RPSA
709
Richard P. Slaughter Associates
Texas
$1.65M
JBA
710
Johnson Bixby & Associates
Washington
$1.65M
LA
711
Lifeworks Advisors
Michigan
$1.64M
MFGM
712
Marshall Financial Group (Maryland)
Maryland
$1.64M
AWMNH
713
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.63M
UWM
714
USAdvisors Wealth Management
Minnesota
$1.63M
WEG
715
World Equity Group
Illinois
$1.62M
BBHC
716
Brown Brothers Harriman & Co
New York
$1.61M
RPGK
717
Retirement Planning Group (Kansas)
Kansas
$1.59M
SPWM
718
Schrum Private Wealth Management
Florida
$1.59M
MCCA
719
Mill Creek Capital Advisors
Pennsylvania
$1.59M
DIA
720
Dana Investment Advisors
Wisconsin
$1.58M
BMWS
721
Brady Martz Wealth Solutions
North Dakota
$1.57M
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$1.56M
RFN
723
RDA Financial Network
Iowa
$1.56M
FCBT
724
First Citizens Bank & Trust
North Carolina
$1.56M
SIS
725
Sound Income Strategies
Florida
$1.56M