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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
MFG
726
Magnus Financial Group
New York
$1.55M
LFAS
727
Level Four Advisory Services
Texas
$1.54M
IAS
728
Insigneo Advisory Services
Florida
$1.54M
FA
729
Fedenia Advisers
Wisconsin
$1.54M
BFA
730
Benningfield Financial Advisors
California
$1.52M
JWA
731
JFS Wealth Advisors
Pennsylvania
$1.51M
MCA
732
MSH Capital Advisors
Arizona
$1.5M
CPC
733
Consolidated Planning Corp
Georgia
$1.5M
AFW
734
Avantra Family Wealth
Pennsylvania
$1.49M
CAM
735
Cozad Asset Management
Illinois
$1.49M
OC
736
Oppenheimer & Co
New York
$1.49M
DAS
737
Dynamic Advisor Solutions
Arizona
$1.48M
FA
738
Flagstar Advisors
New York
$1.48M
SG
739
StoneX Group
New York
$1.47M
TCWM
740
Total Clarity Wealth Management
Illinois
$1.46M
ACG
741
Allen Capital Group
Nebraska
$1.46M
NRC
742
New Republic Capital
North Carolina
$1.46M
MSWA
743
Marshall & Sterling Wealth Advisors
New York
$1.45M
ACA
744
Ackerman Capital Advisors
Texas
$1.44M
MWM
745
MBE Wealth Management
Wisconsin
$1.44M
LWA
746
Lantern Wealth Advisors
New York
$1.43M
CICC
747
Capital Investment Counsel (Colorado)
Colorado
$1.42M
LFA
748
LGT Financial Advisors
Texas
$1.42M
VA
749
Valmark Advisers
Ohio
$1.42M
NFG
750
Nations Financial Group
Iowa
$1.42M