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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
GFA
826
Gallagher Fiduciary Advisors
Illinois
$1.09M
CPRC
827
Consolidated Portfolio Review Corp
New York
$1.08M
VCM
828
Violich Capital Management
California
$1.08M
DT
829
Diversified Trust
Tennessee
$1.07M
LJAC
830
L.J. Altfest & Co
New York
$1.07M
EAM
831
Empirical Asset Management
Massachusetts
$1.07M
PAMG
832
Patton Albertson Miller Group
Tennessee
$1.06M
VPIM
833
Vanguard Personalized Indexing Management
California
$1.06M
SSWM
834
Strait & Sound Wealth Management
California
$1.06M
KWA
835
Kellett Wealth Advisors
Ohio
$1.06M
RBCM
836
Raub Brock Capital Management
California
$1.05M
IAG
837
Investment Advisory Group
Massachusetts
$1.05M
HFRG
838
Houlihan Financial Resource Group
Virginia
$1.05M
FFWA
839
FRG Family Wealth Advisors
Washington
$1.05M
GWM
840
GK Wealth Management
Nevada
$1.03M
WWP
841
Wise Wealth Partners
Arizona
$1.02M
FAB
842
First American Bank
Illinois
$1.02M
MFWP
843
Mosaic Family Wealth Partners
Missouri
$1.02M
IIL
844
Insight Inv LLC
California
$1.02M
SWM
845
SeaCrest Wealth Management
New York
$1.02M
IA
846
Inspire Advisors
Idaho
$1.02M
MWM
847
Maridea Wealth Management
New York
$1.01M
FWM
848
FLP Wealth Management
Arkansas
$1.01M
IIM
849
InTrack Investment Management
Vermont
$1.01M
WFM
850
Wolff Financial Management
Michigan
$1M