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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
Financial Engines Advisors
851
Financial Engines Advisors
California
$1.12M
AFG
852
Allegheny Financial Group
Pennsylvania
$1.11M
CIA
853
Compass Ion Advisors
Pennsylvania
$1.11M
FFBTD
854
First Financial Bank - Trust Division
Ohio
$1.11M
PWM
855
Pines Wealth Management
North Carolina
$1.11M
VPF
856
Vantage Point Financial
Illinois
$1.1M
DT
857
Diversified Trust
Tennessee
$1.09M
CWM
858
Cahaba Wealth Management
Georgia
$1.09M
FGAM
859
Financial Gravity Asset Management
Texas
$1.09M
PP
860
Pearl Planning
Michigan
$1.09M
PSCM
861
Per Stirling Capital Management
Texas
$1.09M
IAG
862
Ipsen Advisor Group
Arkansas
$1.08M
RBCM
863
Raub Brock Capital Management
California
$1.08M
MFP
864
Meridian Financial Partners
Virginia
$1.08M
TCOT
865
Trust Company of Toledo
Ohio
$1.08M
SLP
866
Storen Legacy Partners
Indiana
$1.08M
MWM
867
Maripau Wealth Management
Indiana
$1.07M
WAM
868
WNY Asset Management
New York
$1.07M
RWM
869
Riverchase Wealth Management
Texas
$1.07M
TH
870
TCTC Holdings
Texas
$1.06M
RCM
871
Raleigh Capital Management
North Carolina
$1.06M
MWS
872
MFA Wealth Services
California
$1.06M
VCM
873
Violich Capital Management
California
$1.05M
AWM
874
Aprio Wealth Management
Georgia
$1.05M
SFG
875
Sovereign Financial Group
Connecticut
$1.05M