QUAL icon

iShares MSCI USA Quality Factor ETF

1,616 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, 624 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 (-$896M)

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
1,616
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
AI
76
AdvisorShares Investments
Maryland
$70.2M
BPA
77
Beacon Pointe Advisors
California
$66.9M
SC
78
Schoolcraft Capital
Colorado
$66.4M
CAM
79
Cresset Asset Management
Illinois
$65.2M
VU
80
Valence8 US
Massachusetts
$64.7M
SOMRS
81
State of Michigan Retirement System
Michigan
$62.3M
TLFA
82
True Link Financial Advisors
California
$61.5M
HI
83
Horizon Investments
North Carolina
$61.4M
SWA
84
Strategies Wealth Advisors
Michigan
$60M
LC
85
Landaas & Company
Wisconsin
$59.1M
WSFS
86
Wilmington Savings Fund Society
Delaware
$58.3M
AWM
87
AE Wealth Management
Kansas
$57.9M
MMA
88
Miracle Mile Advisors
California
$57.7M
SPIA
89
Steward Partners Investment Advisory
New York
$55.5M
TCIIS
90
TIAA-CREF Individual & Institutional Services
New York
$55.4M
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$54.3M
BWM
92
Baron Wealth Management
Michigan
$53.8M
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$53M
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.4M
AWM
95
Apollon Wealth Management
South Carolina
$51.1M
PCG
96
Prosperity Consulting Group
Maryland
$50.8M
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$50.5M
LLWM
98
Life Line Wealth Management
California
$47.9M
MRC
99
Millburn Ridgefield Corp
New York
$47.9M
CCA
100
Catalyst Capital Advisors
New York
$47.9M