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iShares MSCI USA Quality Factor ETF

1,616 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, 624 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 (-$896M)

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
1,616
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
DADC
51
D.A. Davidson & Co
Montana
$116M
SA
52
Sanctuary Advisors
Indiana
$116M
UA
53
Unison Advisors
District of Columbia
$116M
FIA
54
Foundations Investment Advisors
Arizona
$115M
SMA
55
Sage Mountain Advisors
Georgia
$111M
SC
56
Savant Capital
Illinois
$103M
EH
57
Equitable Holdings
New York
$103M
JIC
58
Johnson Investment Counsel
Ohio
$96.5M
HFS
59
Howard Financial Services
Texas
$96.5M
MFG
60
Merit Financial Group
Georgia
$96.3M
SWA
61
Sax Wealth Advisors
New Jersey
$91.5M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$88.6M
PCIA
63
Prime Capital Investment Advisors
Kansas
$88.1M
MWM
64
Modern Wealth Management
Kansas
$87.5M
OWP
65
Obermeyer Wealth Partners
Colorado
$87.4M
KAS
66
Kestra Advisory Services
Texas
$85M
PA
67
Pinnacle Associates
New York
$82.4M
BAAM
68
Baker Avenue Asset Management
California
$81.4M
Jones Financial Companies
69
Jones Financial Companies
Missouri
$81.1M
Goldman Sachs
70
Goldman Sachs
New York
$78.9M
PAG
71
Private Advisor Group
New Jersey
$77.6M
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$77.2M
AWMS
73
Advocacy Wealth Management Services
Georgia
$77.1M
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$77M
JC
75
JB Capital
Connecticut
$71.2M