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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
976
Baron Silver Stevens Financial Advisors
Florida
$590K
WPC
977
Wedmont Private Capital
Pennsylvania
$590K
SM
978
Sweeney & Michel
California
$586K
BB
979
Busey Bank
Illinois
$585K
VFPW
980
Vantage Financial Partners (Wisconsin)
Wisconsin
$580K
QP
981
Quartz Partners
New York
$578K
IPWA
982
International Private Wealth Advisors
California
$578K
CRC
983
Curi RMB Capital
Illinois
$578K
V
984
ViaWealth
Kansas
$576K
TWM
985
Tolleson Wealth Management
Texas
$575K
ML
986
McAdam LLC
Pennsylvania
$573K
EWA
987
Elevate Wealth Advisory
Georgia
$570K
NAS
988
NWF Advisory Services
California
$568K
QT
989
Quantbot Technologies
New York
$562K
AB
990
Atlas Brown
Kentucky
$562K
EWS
991
Evergreen Wealth Solutions
Pennsylvania
$558K
CGPCS
992
Capital Group Private Client Services
California
$557K
FFA
993
Florida Financial Advisors
Florida
$556K
LA
994
LVW Advisors
New York
$555K
FFG
995
First Financial Group
North Carolina
$552K
LNB
996
Ledyard National Bank
$548K
IIA
997
IPG Investment Advisors
California
$548K
RG
998
Rathbones Group
United Kingdom
$548K
JGIA
999
Jackson Grant Investment Advisers
Connecticut
$545K
KBFS
1000
Kohmann Bosshard Financial Services
Ohio
$543K