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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
AFW
776
Avantra Family Wealth
Pennsylvania
$1.4M
FI
777
Financial Insights
Washington
$1.39M
AFO
778
Allie Family Office
Florida
$1.38M
MCC
779
Money Concepts Capital
Florida
$1.38M
AWMNH
780
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M
RFW
781
Rainier Family Wealth
Washington
$1.37M
WFA
782
Wells Financial Advisors
Massachusetts
$1.37M
CIM
783
Capital Investment Management
Missouri
$1.37M
MWM
784
MBE Wealth Management
Wisconsin
$1.37M
PGFC
785
Peapack-Gladstone Financial Corp
New Jersey
$1.37M
LL
786
LPWM LLC
Minnesota
$1.37M
FPL
787
Fortress Private Ledger
North Carolina
$1.37M
DAS
788
Dynamic Advisor Solutions
Arizona
$1.36M
CAM
789
Capital Asset Management
Colorado
$1.36M
DIA
790
Dana Investment Advisors
Wisconsin
$1.35M
LA
791
Latitude Advisors
Florida
$1.35M
OFG
792
Opulen Financial Group
Virginia
$1.35M
BWP
793
Bernardo Wealth Planning
Pennsylvania
$1.35M
M
794
MATAURO
New York
$1.33M
CFG
795
Cassilly Financial Group
Maryland
$1.33M
RI
796
Ruggiero Investments
Florida
$1.32M
SWM
797
SeaCrest Wealth Management
New York
$1.32M
LA
798
LexAurum Advisors
Kansas
$1.32M
FCBT
799
First Citizens Bank & Trust
North Carolina
$1.32M
ACM
800
Ardent Capital Management
Ohio
$1.32M