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iShares MSCI USA Quality Factor ETF

1,618 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 124 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 (-$890M)

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
1,618
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
GGS
826
Galvin Gaustad & Stein
Arizona
$1.16M
SA
827
Seneschal Advisors
Washington
$1.16M
SSWM
828
Strait & Sound Wealth Management
California
$1.16M
VWA
829
Visionary Wealth Advisors
Illinois
$1.16M
YP
830
YANKCOM Partnership
South Dakota
$1.15M
AWC
831
Abundance Wealth Counselors
Pennsylvania
$1.15M
HKIMG
832
Hutchens & Kramer Investment Management Group
Indiana
$1.14M
DKCM
833
Davidson Kahn Capital Management
California
$1.14M
EL
834
EWA LLC
Pennsylvania
$1.14M
TFO
835
Tarbox Family Office
California
$1.14M
AIS
836
Accredited Investor Services
Minnesota
$1.14M
ACA
837
Arsenal Capital Advisors
Pennsylvania
$1.13M
VPIM
838
Vanguard Personalized Indexing Management
California
$1.13M
WCM
839
WealthTrak Capital Management
Virginia
$1.13M
Financial Engines Advisors
840
Financial Engines Advisors
California
$1.12M
AFG
841
Allegheny Financial Group
Pennsylvania
$1.11M
CIA
842
Compass Ion Advisors
Pennsylvania
$1.11M
FFBTD
843
First Financial Bank - Trust Division
Ohio
$1.11M
PWM
844
Pines Wealth Management
North Carolina
$1.11M
VPF
845
Vantage Point Financial
Illinois
$1.1M
DT
846
Diversified Trust
Tennessee
$1.09M
CWM
847
Cahaba Wealth Management
Georgia
$1.09M
FGAM
848
Financial Gravity Asset Management
Texas
$1.09M
PP
849
Pearl Planning
Michigan
$1.09M
PSCM
850
Per Stirling Capital Management
Texas
$1.09M