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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
PCS
751
Personal CFO Solutions
New Jersey
$1.47M
SPWM
752
Schrum Private Wealth Management
Florida
$1.46M
HFS
753
Haverford Financial Services
Pennsylvania
$1.46M
CCG
754
Cloverfields Capital Group
Minnesota
$1.46M
MGIA
755
Moneta Group Investment Advisors
Missouri
$1.45M
RFP
756
RCS Financial Planning
Maryland
$1.45M
MFA
757
Millington Financial Advisors
Illinois
$1.45M
BP
758
Ballentine Partners
Massachusetts
$1.44M
IRC
759
Investors Research Corp
Georgia
$1.44M
IG
760
IFS Group
Pennsylvania
$1.43M
TCWM
761
Total Clarity Wealth Management
Illinois
$1.42M
AF
762
ASL Financial
California
$1.41M
SWM
763
Silverlake Wealth Management
Vermont
$1.41M
ACA
764
Ackerman Capital Advisors
Texas
$1.41M
AFW
765
Avantra Family Wealth
Pennsylvania
$1.4M
FI
766
Financial Insights
Washington
$1.39M
AFO
767
Allie Family Office
Florida
$1.38M
MCC
768
Money Concepts Capital
Florida
$1.38M
AWMNH
769
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M
RFW
770
Rainier Family Wealth
Washington
$1.37M
WFA
771
Wells Financial Advisors
Massachusetts
$1.37M
CIM
772
Capital Investment Management
Missouri
$1.37M
MWM
773
MBE Wealth Management
Wisconsin
$1.37M
PGFC
774
Peapack-Gladstone Financial Corp
New Jersey
$1.37M
LL
775
LPWM LLC
Minnesota
$1.37M