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iShares MSCI USA Quality Factor ETF

1,637 hedge funds and large institutions have $40.2B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 620 increasing their positions, 633 reducing their positions, and 78 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 capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 633

7% less funds holding in top 10

Funds holding in top 10: 183171 (-12)

93% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $40.3M

Holders
1,637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
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
LSPW
826
Lake Street Private Wealth
Illinois
$1.2M
HGA
827
Hobbs Group Advisors
South Carolina
$1.2M
EWM
828
Evolution Wealth Management
Florida
$1.2M
MWM
829
Maridea Wealth Management
New York
$1.2M
NFG
830
Nations Financial Group
Iowa
$1.2M
MIC
831
Meridian Investment Counsel
California
$1.2M
IAIM
832
International Assets Investment Management
Florida
$1.18M
EI
833
EFG International
$1.18M
CL
834
COWA LLC
Oklahoma
$1.17M
Wealthfront Advisers
835
Wealthfront Advisers
California
$1.17M
ELI
836
Empire Life Investments
Ontario, Canada
$1.17M
GGS
837
Galvin Gaustad & Stein
Arizona
$1.16M
SA
838
Seneschal Advisors
Washington
$1.16M
SSWM
839
Strait & Sound Wealth Management
California
$1.16M
VWA
840
Visionary Wealth Advisors
Illinois
$1.16M
YP
841
YANKCOM Partnership
South Dakota
$1.15M
AWC
842
Abundance Wealth Counselors
Pennsylvania
$1.15M
HKIMG
843
Hutchens & Kramer Investment Management Group
Indiana
$1.14M
DKCM
844
Davidson Kahn Capital Management
California
$1.14M
EL
845
EWA LLC
Pennsylvania
$1.14M
TFO
846
Tarbox Family Office
California
$1.14M
AIS
847
Accredited Investor Services
Minnesota
$1.14M
ACA
848
Arsenal Capital Advisors
Pennsylvania
$1.13M
VPIM
849
Vanguard Personalized Indexing Management
California
$1.13M
WCM
850
WealthTrak Capital Management
Virginia
$1.13M