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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
RBCM
851
Raub Brock Capital Management
California
$1.08M
MFP
852
Meridian Financial Partners
Virginia
$1.08M
TCOT
853
Trust Company of Toledo
Ohio
$1.08M
SLP
854
Storen Legacy Partners
Indiana
$1.08M
MWM
855
Maripau Wealth Management
Indiana
$1.07M
WAM
856
WNY Asset Management
New York
$1.07M
RWM
857
Riverchase Wealth Management
Texas
$1.07M
TH
858
TCTC Holdings
Texas
$1.06M
RCM
859
Raleigh Capital Management
North Carolina
$1.06M
MWS
860
MFA Wealth Services
California
$1.06M
VCM
861
Violich Capital Management
California
$1.05M
AWM
862
Aprio Wealth Management
Georgia
$1.05M
SFG
863
Sovereign Financial Group
Connecticut
$1.05M
NWMP
864
Noble Wealth Management PBC
Colorado
$1.05M
CFG
865
Cooper Financial Group
California
$1.04M
SC
866
Soundwatch Capital
Connecticut
$1.04M
JSL
867
JT Stratford LLC
Georgia
$1.03M
EWS
868
Evergreen Wealth Solutions
Pennsylvania
$1.03M
IAG
869
Investment Advisory Group
Massachusetts
$1.03M
VCM
870
Vavra Capital Management
Pennsylvania
$1.02M
OCWP
871
Owl Creek Wealth Partners
Colorado
$1.01M
BZWA
872
Blue Zone Wealth Advisors
California
$1.01M
FAB
873
First American Bank
Illinois
$1.01M
LWA
874
Lantern Wealth Advisors
New York
$1.01M
CPCM
875
Cardinal Point Capital Management
Ontario, Canada
$1.01M