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iShares MSCI USA Quality Factor ETF

1,452 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 696 increasing their positions, 464 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $43.8B → $42.7B (-$1.08B)

1% less funds holding

Funds holding: 1,4741,452 (-22)

4% less funds holding in top 10

Funds holding in top 10: 258247 (-11)

Holders
1,452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.9M
Puts
$1.11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$76M
APW
77
Austin Private Wealth
Texas
$75.2M
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$73.2M
CHP
79
Cable Hill Partners
Oregon
$72.8M
PA
80
Pinnacle Associates
New York
$71.7M
BAAM
81
Baker Avenue Asset Management
California
$71M
AWMS
82
Advocacy Wealth Management Services
Georgia
$70.7M
US Bancorp
83
US Bancorp
Minnesota
$70.2M
SC
84
Schoolcraft Capital
Colorado
$65.6M
Franklin Resources
85
Franklin Resources
California
$63.9M
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$63.6M
GI
87
Gradient Investments
Minnesota
$63.6M
Truist Financial
88
Truist Financial
North Carolina
$63.5M
SWP
89
Sagespring Wealth Partners
Tennessee
$62.8M
STA
90
Summit Trail Advisors
New York
$62.4M
LC
91
Landaas & Company
Wisconsin
$60.4M
CA
92
Cambridge Associates
Massachusetts
$58.7M
WSFS
93
Wilmington Savings Fund Society
Delaware
$58.2M
VU
94
Valence8 US
Massachusetts
$58.1M
FA
95
Financial Advisors
Massachusetts
$57.3M
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$57.1M
SHJ
97
Sharkey, Howes & Javer
Colorado
$51.9M
MWM
98
Modern Wealth Management
Kansas
$51.7M
AI
99
Atria Investments
North Carolina
$50.8M
SPIA
100
Steward Partners Investment Advisory
New York
$50.7M