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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
BWL
951
Bogart Wealth LLC
Virginia
$811K
CLOS
952
Compagnie Lombard Odier SCmA
Switzerland
$809K
CSPIA
953
Cary Street Partners Investment Advisory
Virginia
$808K
RFN
954
RDA Financial Network
Iowa
$804K
LGA
955
Lebenthal Global Advisors
New York
$804K
CRC
956
Curi RMB Capital
Illinois
$802K
Empower Advisory Group
957
Empower Advisory Group
Colorado
$801K
CA
958
Continuum Advisory
Idaho
$787K
PA
959
Procyon Advisors
Connecticut
$784K
IWA
960
IBEX Wealth Advisors
New Jersey
$783K
PFA
961
Perryman Financial Advisory
Texas
$781K
BPW
962
BlueDoor Private Wealth
Massachusetts
$780K
MFWP
963
Mosaic Family Wealth Partners
Missouri
$780K
MT
964
Midwest Trust
Kansas
$779K
DTC
965
Davidson Trust Company
Washington
$778K
VFA
966
Valeo Financial Advisors
Indiana
$777K
SPW
967
Sonoma Private Wealth
California
$776K
NEPPG
968
New England Professional Planning Group
Rhode Island
$775K
GJWM
969
Gilliland Jeter Wealth Management
Arkansas
$773K
HWA
970
HCR Wealth Advisors
California
$766K
BCM
971
Beck Capital Management
Texas
$762K
PWM
972
Paulson Wealth Management
Illinois
$761K
NCM
973
NCM Capital Management
New Jersey
$756K
TNA
974
True North Advisors
Texas
$755K
CTWM
975
Cherry Tree Wealth Management
Minnesota
$755K