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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
MHB
701
Midwest Heritage Bank
Iowa
$1.8M
B
702
Bailard
California
$1.8M
SOS
703
Silver Oak Securities
Tennessee
$1.8M
PI
704
PFG Investments
New York
$1.79M
PWA
705
Portus Wealth Advisors
North Carolina
$1.79M
GFP
706
Gryphon Financial Partners
Ohio
$1.78M
KIA
707
KCM Investment Advisors
California
$1.78M
SWM
708
Selby Wealth Management
California
$1.77M
TWC
709
TD Waterhouse Canada
Ontario, Canada
$1.76M
WWM
710
WJ Wealth Management
Arizona
$1.75M
SIA
711
Soltis Investment Advisors
Utah
$1.74M
VWM
712
Venturi Wealth Management
Texas
$1.74M
GFPC
713
Global Financial Private Client
Florida
$1.73M
ACM
714
Advisors Capital Management
New Jersey
$1.7M
KWM
715
Kingsview Wealth Management
Oregon
$1.69M
TFM
716
Trademark Financial Management
Minnesota
$1.68M
AA
717
Ancora Advisors
Ohio
$1.68M
GVAG
718
Great Valley Advisor Group
Delaware
$1.68M
APC
719
Aspire Private Capital
North Carolina
$1.67M
JMA
720
J.M. Arbour
Maine
$1.66M
LWM
721
Lionsbridge Wealth Management
Florida
$1.66M
EFG
722
Embree Financial Group
Illinois
$1.65M
SR
723
Syntax Research
Florida
$1.64M
VCM
724
Vision Capital Management
Oregon
$1.63M
IWMO
725
Integrated Wealth Management (Ohio)
Ohio
$1.62M