We are live on ! Find out more
QUAL icon

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
JC
76
JB Capital
Connecticut
$71.2M
AI
77
AdvisorShares Investments
Maryland
$70.2M
BPA
78
Beacon Pointe Advisors
California
$66.9M
SC
79
Schoolcraft Capital
Colorado
$66.4M
CAM
80
Cresset Asset Management
Illinois
$65.2M
VU
81
Valence8 US
Massachusetts
$64.7M
SOMRS
82
State of Michigan Retirement System
Michigan
$62.3M
TLFA
83
True Link Financial Advisors
California
$61.5M
HI
84
Horizon Investments
North Carolina
$61.4M
SWA
85
Strategies Wealth Advisors
Michigan
$60M
LC
86
Landaas & Company
Wisconsin
$59.1M
WSFS
87
Wilmington Savings Fund Society
Delaware
$58.3M
AWM
88
AE Wealth Management
Kansas
$57.9M
MMA
89
Miracle Mile Advisors
California
$57.7M
SPIA
90
Steward Partners Investment Advisory
New York
$55.5M
TCIIS
91
TIAA-CREF Individual & Institutional Services
New York
$55.4M
PWMAG
92
Pinnacle Wealth Management Advisory Group
New Jersey
$54.3M
BWM
93
Baron Wealth Management
Michigan
$53.8M
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$53M
CCWA
95
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.4M
AWM
96
Apollon Wealth Management
South Carolina
$51.1M
PCG
97
Prosperity Consulting Group
Maryland
$50.8M
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$50.5M
LLWM
99
Life Line Wealth Management
California
$47.9M
CCA
100
Catalyst Capital Advisors
New York
$47.9M