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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
WT
901
Washington Trust
Rhode Island
$924K
FB
902
Fulton Bank
Pennsylvania
$916K
KFG
903
Kelly Financial Group
Connecticut
$903K
Principal Financial Group
904
Principal Financial Group
Iowa
$902K
RWP
905
Ridgeline Wealth Planning
Ohio
$901K
FA
906
Flagstar Advisors
New York
$898K
DWP
907
Destiny Wealth Partners
Florida
$897K
UAG
908
United Advisor Group
Ohio
$894K
OWP
909
ORG Wealth Partners
Texas
$894K
MCM
910
Mattern Capital Management
Colorado
$889K
TCWA
911
Turtle Creek Wealth Advisors
Texas
$884K
CCG
912
Catalina Capital Group
California
$883K
CF
913
Claris Financial
Virginia
$880K
PAS
914
PKS Advisory Services
New York
$880K
LBC
915
Lane Brothers & Co
Arizona
$877K
MCA
916
MSH Capital Advisors
Arizona
$872K
CICC
917
Capital Investment Counsel (Colorado)
Colorado
$871K
AWG
918
Altus Wealth Group
Colorado
$868K
LT
919
Legacy Trust
Michigan
$866K
FA
920
Fiduciary Alliance
South Carolina
$861K
FTS
921
Fifth Third Securities
Ohio
$860K
CWP
922
Cyndeo Wealth Partners
Florida
$859K
WLIM
923
White Lighthouse Investment Management
Massachusetts
$858K
RPSA
924
Richard P. Slaughter Associates
Texas
$858K
MFGM
925
Marshall Financial Group (Maryland)
Maryland
$854K