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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
NWMP
876
Noble Wealth Management PBC
Colorado
$1.05M
CFG
877
Cooper Financial Group
California
$1.04M
SC
878
Soundwatch Capital
Connecticut
$1.04M
JSL
879
JT Stratford LLC
Georgia
$1.03M
EWS
880
Evergreen Wealth Solutions
Pennsylvania
$1.03M
IAG
881
Investment Advisory Group
Massachusetts
$1.03M
VCM
882
Vavra Capital Management
Pennsylvania
$1.02M
OCWP
883
Owl Creek Wealth Partners
Colorado
$1.01M
BZWA
884
Blue Zone Wealth Advisors
California
$1.01M
FAB
885
First American Bank
Illinois
$1.01M
LWA
886
Lantern Wealth Advisors
New York
$1.01M
CPCM
887
Cardinal Point Capital Management
Ontario, Canada
$1.01M
PPW
888
Pasadena Private Wealth
California
$1M
PAMG
889
Patton Albertson Miller Group
Tennessee
$997K
Bank Julius Baer & Co
890
Bank Julius Baer & Co
Switzerland
$995K
WWP
891
Wise Wealth Partners
Arizona
$994K
KWA
892
Kellett Wealth Advisors
Ohio
$981K
GC
893
GatePass Capital
Ohio
$981K
EIA
894
Eldridge Investment Advisors
New Hampshire
$979K
DOA
895
D'Orazio & Associates
Virginia
$968K
WDG
896
Wealth Dimensions Group
Ohio
$967K
SCA
897
Strathmore Capital Advisors
North Carolina
$962K
WFM
898
Wolff Financial Management
Michigan
$959K
TFA
899
Transamerica Financial Advisors
Florida
$957K
EA
900
Ergawealth Advisors
Illinois
$954K