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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
Millennium Management
901
Millennium Management
New York
$954K
RW
902
Regimen Wealth
Georgia
$953K
CWM
903
Calamos Wealth Management
Illinois
$944K
Calamos Advisors
904
Calamos Advisors
Illinois
$944K
CWA
905
Crusonia Wealth Advisors
Colorado
$942K
SGCM
906
Sanchez Gaunt Capital Management
Nevada
$942K
ML
907
McAdam LLC
Pennsylvania
$942K
FFA
908
Florida Financial Advisors
Florida
$940K
FCA
909
FLC Capital Advisors
California
$939K
SM
910
Sweeney & Michel
California
$933K
KHCM
911
Kirtland Hills Capital Management
Ohio
$928K
CAM
912
Clark Asset Management
New Hampshire
$925K
WT
913
Washington Trust
Rhode Island
$924K
FB
914
Fulton Bank
Pennsylvania
$916K
KFG
915
Kelly Financial Group
Connecticut
$903K
Principal Financial Group
916
Principal Financial Group
Iowa
$902K
RWP
917
Ridgeline Wealth Planning
Ohio
$901K
FA
918
Flagstar Advisors
New York
$898K
DWP
919
Destiny Wealth Partners
Florida
$897K
UAG
920
United Advisor Group
Ohio
$894K
OWP
921
ORG Wealth Partners
Texas
$894K
MCM
922
Mattern Capital Management
Colorado
$889K
TCWA
923
Turtle Creek Wealth Advisors
Texas
$884K
CCG
924
Catalina Capital Group
California
$883K
CF
925
Claris Financial
Virginia
$880K