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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
BIG
701
Brooklyn Investment Group
New York
$1.85M
GF
702
GTS Financial
Minnesota
$1.84M
WIM
703
WealthPlan Investment Management
Nebraska
$1.83M
WAL
704
W Advisors LLC
Tennessee
$1.83M
SMG
705
Smart Money Group
Texas
$1.83M
BWA
706
BCU Wealth Advisors
Illinois
$1.83M
BMWS
707
Brady Martz Wealth Solutions
North Dakota
$1.82M
AHL
708
Abel Hall LLC
Louisiana
$1.81M
FHC
709
First Heartland Consultants
Missouri
$1.81M
MHB
710
Midwest Heritage Bank
Iowa
$1.8M
B
711
Bailard
California
$1.8M
SOS
712
Silver Oak Securities
Tennessee
$1.8M
PI
713
PFG Investments
New York
$1.79M
PWA
714
Portus Wealth Advisors
North Carolina
$1.79M
GFP
715
Gryphon Financial Partners
Ohio
$1.78M
KIA
716
KCM Investment Advisors
California
$1.78M
SWM
717
Selby Wealth Management
California
$1.77M
TWC
718
TD Waterhouse Canada
Ontario, Canada
$1.76M
WWM
719
WJ Wealth Management
Arizona
$1.75M
SIA
720
Soltis Investment Advisors
Utah
$1.74M
VWM
721
Venturi Wealth Management
Texas
$1.74M
GFPC
722
Global Financial Private Client
Florida
$1.73M
ACM
723
Advisors Capital Management
New Jersey
$1.7M
KWM
724
Kingsview Wealth Management
Oregon
$1.69M
TFM
725
Trademark Financial Management
Minnesota
$1.68M