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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
CFS
751
CGC Financial Services
Oregon
$1.54M
BW
752
Balance Wealth
Ohio
$1.53M
MCCA
753
Mill Creek Capital Advisors
Pennsylvania
$1.52M
CB
754
Commerce Bank
Missouri
$1.51M
WWM
755
WT Wealth Management
Arizona
$1.49M
CGFA
756
Colton Groome Financial Advisors
North Carolina
$1.49M
SCTC
757
Sanibel Captiva Trust Company
Florida
$1.49M
OCM
758
One Capital Management
California
$1.47M
UFA
759
Unify Financial Advisors
Florida
$1.47M
PCS
760
Personal CFO Solutions
New Jersey
$1.47M
SPWM
761
Schrum Private Wealth Management
Florida
$1.46M
HFS
762
Haverford Financial Services
Pennsylvania
$1.46M
ACG
763
Allen Capital Group
Nebraska
$1.46M
CCG
764
Cloverfields Capital Group
Minnesota
$1.46M
MGIA
765
Moneta Group Investment Advisors
Missouri
$1.45M
RFP
766
RCS Financial Planning
Maryland
$1.45M
MFA
767
Millington Financial Advisors
Illinois
$1.45M
BP
768
Ballentine Partners
Massachusetts
$1.44M
IRC
769
Investors Research Corp
Georgia
$1.44M
IG
770
IFS Group
Pennsylvania
$1.43M
TCWM
771
Total Clarity Wealth Management
Illinois
$1.42M
AF
772
ASL Financial
California
$1.41M
CAM
773
Cozad Asset Management
Illinois
$1.41M
SWM
774
Silverlake Wealth Management
Vermont
$1.41M
ACA
775
Ackerman Capital Advisors
Texas
$1.41M