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iShares MSCI USA Quality Factor ETF

1,617 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 123 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 (-$891M)

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
1,617
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
AWM
926
Avior Wealth Management
Nebraska
$851K
CFS
927
Coordinated Financial Services
Colorado
$851K
TWA
928
Trace Wealth Advisors
California
$850K
SCI
929
Stableford Capital II
Arizona
$845K
FWM
930
FLP Wealth Management
Arkansas
$844K
PPWM
931
PFG Private Wealth Management
Florida
$842K
SC
932
SouthState Corp
Florida
$828K
MC
933
Moors & Cabot
Massachusetts
$825K
FWP
934
Family Wealth Partners
North Carolina
$824K
AC
935
ASB Consultores
Florida
$823K
IRP
936
Investment Research Partners
Pennsylvania
$822K
AWA
937
Amplius Wealth Advisors
Pennsylvania
$819K
BWL
938
Bogart Wealth LLC
Virginia
$811K
CLOS
939
Compagnie Lombard Odier SCmA
Switzerland
$809K
CSPIA
940
Cary Street Partners Investment Advisory
Virginia
$808K
RFN
941
RDA Financial Network
Iowa
$804K
LGA
942
Lebenthal Global Advisors
New York
$804K
CRC
943
Curi RMB Capital
Illinois
$802K
Empower Advisory Group
944
Empower Advisory Group
Colorado
$801K
CA
945
Continuum Advisory
Idaho
$787K
PA
946
Procyon Advisors
Connecticut
$784K
IWA
947
IBEX Wealth Advisors
New Jersey
$783K
PFA
948
Perryman Financial Advisory
Texas
$781K
BPW
949
BlueDoor Private Wealth
Massachusetts
$780K
MFWP
950
Mosaic Family Wealth Partners
Missouri
$780K