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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
AA
726
Ancora Advisors
Ohio
$1.68M
GVAG
727
Great Valley Advisor Group
Delaware
$1.68M
APC
728
Aspire Private Capital
North Carolina
$1.67M
JMA
729
J.M. Arbour
Maine
$1.66M
LWM
730
Lionsbridge Wealth Management
Florida
$1.66M
EFG
731
Embree Financial Group
Illinois
$1.65M
SR
732
Syntax Research
Florida
$1.64M
VCM
733
Vision Capital Management
Oregon
$1.63M
IWMO
734
Integrated Wealth Management (Ohio)
Ohio
$1.62M
BOPW
735
Brandywine Oak Private Wealth
Pennsylvania
$1.62M
IFWM
736
Institute for Wealth Management
Colorado
$1.61M
JWA
737
JFS Wealth Advisors
Pennsylvania
$1.61M
WP
738
WealthPLAN Partners
Nebraska
$1.61M
LFAS
739
Level Four Advisory Services
Texas
$1.6M
RPGK
740
Retirement Planning Group (Kansas)
Kansas
$1.6M
OC
741
Oppenheimer & Co
New York
$1.6M
MWM
742
Mattern Wealth Management
Kansas
$1.6M
RPGNY
743
Retirement Planning Group (New York)
New York
$1.59M
FIBOI
744
First International Bank of Israel
$1.59M
MCM
745
Mainstream Capital Management
California
$1.58M
CFD
746
Creative Financial Designs
Indiana
$1.57M
UWM
747
USAdvisors Wealth Management
Minnesota
$1.57M
MA
748
MKT Advisors
California
$1.55M
JBA
749
Johnson Bixby & Associates
Washington
$1.55M
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$1.54M