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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
FPL
776
Fortress Private Ledger
North Carolina
$1.37M
DAS
777
Dynamic Advisor Solutions
Arizona
$1.36M
CAM
778
Capital Asset Management
Colorado
$1.36M
DIA
779
Dana Investment Advisors
Wisconsin
$1.35M
LA
780
Latitude Advisors
Florida
$1.35M
OFG
781
Opulen Financial Group
Virginia
$1.35M
BWP
782
Bernardo Wealth Planning
Pennsylvania
$1.35M
M
783
MATAURO
New York
$1.33M
CFG
784
Cassilly Financial Group
Maryland
$1.33M
RI
785
Ruggiero Investments
Florida
$1.32M
SWM
786
SeaCrest Wealth Management
New York
$1.32M
LA
787
LexAurum Advisors
Kansas
$1.32M
FCBT
788
First Citizens Bank & Trust
North Carolina
$1.32M
ACM
789
Ardent Capital Management
Ohio
$1.32M
SPWG
790
Syntegra Private Wealth Group
Missouri
$1.31M
WCG
791
Wall Capital Group
Arizona
$1.3M
PCM
792
Parsons Capital Management
Rhode Island
$1.29M
GT
793
Glenview Trust
Kentucky
$1.29M
TWCA
794
Two West Capital Advisors
Kansas
$1.28M
SC
795
Saiph Capital
New Jersey
$1.28M
FPW
796
Fairvoy Private Wealth
Alabama
$1.28M
TFA
797
Tranquilli Financial Advisor
New Jersey
$1.28M
AI
798
Accredited Investors
Minnesota
$1.28M
CWMK
799
Caliber Wealth Management (Kansas)
Kansas
$1.26M
EA
800
Everpar Advisors
Oklahoma
$1.26M