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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
BOPW
726
Brandywine Oak Private Wealth
Pennsylvania
$1.62M
IFWM
727
Institute for Wealth Management
Colorado
$1.61M
JWA
728
JFS Wealth Advisors
Pennsylvania
$1.61M
WP
729
WealthPLAN Partners
Nebraska
$1.61M
LFAS
730
Level Four Advisory Services
Texas
$1.6M
RPGK
731
Retirement Planning Group (Kansas)
Kansas
$1.6M
OC
732
Oppenheimer & Co
New York
$1.6M
MWM
733
Mattern Wealth Management
Kansas
$1.6M
RPGNY
734
Retirement Planning Group (New York)
New York
$1.59M
FIBOI
735
First International Bank of Israel
$1.59M
MCM
736
Mainstream Capital Management
California
$1.58M
CFD
737
Creative Financial Designs
Indiana
$1.57M
UWM
738
USAdvisors Wealth Management
Minnesota
$1.57M
MA
739
MKT Advisors
California
$1.55M
JBA
740
Johnson Bixby & Associates
Washington
$1.55M
FMII
741
Farmers & Merchants Investments Inc
Nebraska
$1.54M
CFS
742
CGC Financial Services
Oregon
$1.54M
BW
743
Balance Wealth
Ohio
$1.53M
MCCA
744
Mill Creek Capital Advisors
Pennsylvania
$1.52M
CB
745
Commerce Bank
Missouri
$1.51M
WWM
746
WT Wealth Management
Arizona
$1.49M
CGFA
747
Colton Groome Financial Advisors
North Carolina
$1.49M
SCTC
748
Sanibel Captiva Trust Company
Florida
$1.49M
OCM
749
One Capital Management
California
$1.47M
UFA
750
Unify Financial Advisors
Florida
$1.47M