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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
MT
951
Midwest Trust
Kansas
$779K
DTC
952
Davidson Trust Company
Washington
$778K
VFA
953
Valeo Financial Advisors
Indiana
$777K
SPW
954
Sonoma Private Wealth
California
$776K
NEPPG
955
New England Professional Planning Group
Rhode Island
$775K
GJWM
956
Gilliland Jeter Wealth Management
Arkansas
$773K
HWA
957
HCR Wealth Advisors
California
$766K
BCM
958
Beck Capital Management
Texas
$762K
PWM
959
Paulson Wealth Management
Illinois
$761K
NCM
960
NCM Capital Management
New Jersey
$756K
TNA
961
True North Advisors
Texas
$755K
CTWM
962
Cherry Tree Wealth Management
Minnesota
$755K
CBU
963
CIBC Bancorp USA
Illinois
$754K
IAP
964
Indie Asset Partners
Indiana
$752K
WEG
965
World Equity Group
Illinois
$752K
WJA
966
Willis Johnson & Associates
Texas
$749K
TBA
967
Tower Bridge Advisors
Pennsylvania
$748K
TFP
968
TrueWealth Financial Partners
Washington
$746K
LA
969
Lifeworks Advisors
Michigan
$742K
First Manhattan
970
First Manhattan
New York
$741K
RFA
971
Resurgent Financial Advisors
Georgia
$732K
HIA
972
Harbor Investment Advisory
Maryland
$728K
EB
973
Emprise Bank
Kansas
$727K
OPWM
974
Oregon Pacific Wealth Management
Oregon
$723K
VAI
975
Vanguard Advisers Inc
Pennsylvania
$722K