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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
LSA
801
L & S Advisors
California
$1.25M
ACM
802
Avalon Capital Management
California
$1.25M
AIA
803
Accelerate Investment Advisors
California
$1.25M
GIM
804
Goelzer Investment Management
Indiana
$1.25M
FFP
805
FourThought Financial Partners
Florida
$1.25M
NRC
806
New Republic Capital
North Carolina
$1.25M
FI
807
FWG Investments
Kentucky
$1.24M
VR
808
Vision Retirement
New Jersey
$1.24M
QWM
809
Quadcap Wealth Management
Texas
$1.23M
LSIA
810
LaSalle St. Investment Advisors
Illinois
$1.23M
MWA
811
Merkkuri Wealth Advisors
New York
$1.23M
P
812
Palladiem
Pennsylvania
$1.22M
FT
813
Fiduciary Trust
Massachusetts
$1.22M
TRCT
814
Tower Research Capital (TRC)
New York
$1.21M
LSPW
815
Lake Street Private Wealth
Illinois
$1.2M
HGA
816
Hobbs Group Advisors
South Carolina
$1.2M
EWM
817
Evolution Wealth Management
Florida
$1.2M
MWM
818
Maridea Wealth Management
New York
$1.2M
NFG
819
Nations Financial Group
Iowa
$1.2M
MIC
820
Meridian Investment Counsel
California
$1.2M
IAIM
821
International Assets Investment Management
Florida
$1.18M
EI
822
EFG International
$1.18M
CL
823
COWA LLC
Oklahoma
$1.17M
Wealthfront Advisers
824
Wealthfront Advisers
California
$1.17M
ELI
825
Empire Life Investments
Ontario, Canada
$1.17M