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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
776
Lake Street Private Wealth
Illinois
$1.29M
BWP
777
Bernardo Wealth Planning
Pennsylvania
$1.29M
HGA
778
Hobbs Group Advisors
South Carolina
$1.28M
NF
779
Nikulski Financial
Iowa
$1.28M
SC
780
Saiph Capital
New Jersey
$1.28M
LAS
781
Lloyd Advisory Services
Georgia
$1.28M
SWP
782
Semus Wealth Partners
Florida
$1.27M
PSCM
783
Per Stirling Capital Management
Texas
$1.27M
EFG
784
Ehrlich Financial Group
California
$1.27M
FFP
785
FourThought Financial Partners
Florida
$1.26M
LSA
786
L & S Advisors
California
$1.26M
D
787
Dentgroup
Louisiana
$1.26M
TFO
788
Tarbox Family Office
California
$1.25M
LL
789
LPWM LLC
Minnesota
$1.22M
MIC
790
Meridian Investment Counsel
California
$1.21M
LSIA
791
LaSalle St. Investment Advisors
Illinois
$1.21M
ACM
792
Advisors Capital Management
New Jersey
$1.2M
MSFS
793
Main Street Financial Solutions
Pennsylvania
$1.2M
FT
794
Fiduciary Trust
Massachusetts
$1.19M
RWM
795
Riverchase Wealth Management
Texas
$1.19M
ELI
796
Empire Life Investments
Ontario, Canada
$1.19M
CIA
797
Compass Ion Advisors
Pennsylvania
$1.18M
CCG
798
Cloverfields Capital Group
Minnesota
$1.18M
VWA
799
Visionary Wealth Advisors
Illinois
$1.18M
BTWM
800
Brass Tax Wealth Management
Ohio
$1.17M