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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
PPW
876
Pasadena Private Wealth
California
$1M
PAMG
877
Patton Albertson Miller Group
Tennessee
$997K
Bank Julius Baer & Co
878
Bank Julius Baer & Co
Switzerland
$995K
WWP
879
Wise Wealth Partners
Arizona
$994K
KWA
880
Kellett Wealth Advisors
Ohio
$981K
GC
881
GatePass Capital
Ohio
$981K
EIA
882
Eldridge Investment Advisors
New Hampshire
$979K
DOA
883
D'Orazio & Associates
Virginia
$968K
WDG
884
Wealth Dimensions Group
Ohio
$967K
SCA
885
Strathmore Capital Advisors
North Carolina
$962K
WFM
886
Wolff Financial Management
Michigan
$959K
TFA
887
Transamerica Financial Advisors
Florida
$957K
EA
888
Ergawealth Advisors
Illinois
$954K
Millennium Management
889
Millennium Management
New York
$954K
RW
890
Regimen Wealth
Georgia
$953K
CWM
891
Calamos Wealth Management
Illinois
$944K
Calamos Advisors
892
Calamos Advisors
Illinois
$944K
CWA
893
Crusonia Wealth Advisors
Colorado
$942K
SGCM
894
Sanchez Gaunt Capital Management
Nevada
$942K
ML
895
McAdam LLC
Pennsylvania
$942K
FFA
896
Florida Financial Advisors
Florida
$940K
FCA
897
FLC Capital Advisors
California
$939K
SM
898
Sweeney & Michel
California
$933K
KHCM
899
Kirtland Hills Capital Management
Ohio
$928K
CAM
900
Clark Asset Management
New Hampshire
$925K