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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
CBU
976
CIBC Bancorp USA
Illinois
$754K
IAP
977
Indie Asset Partners
Indiana
$752K
WEG
978
World Equity Group
Illinois
$752K
WJA
979
Willis Johnson & Associates
Texas
$749K
TBA
980
Tower Bridge Advisors
Pennsylvania
$748K
TFP
981
TrueWealth Financial Partners
Washington
$746K
LA
982
Lifeworks Advisors
Michigan
$742K
First Manhattan
983
First Manhattan
New York
$741K
RFA
984
Resurgent Financial Advisors
Georgia
$732K
HIA
985
Harbor Investment Advisory
Maryland
$728K
EB
986
Emprise Bank
Kansas
$727K
OPWM
987
Oregon Pacific Wealth Management
Oregon
$723K
VAI
988
Vanguard Advisers Inc
Pennsylvania
$722K
IIM
989
InTrack Investment Management
Vermont
$719K
TAFW
990
Tred Avon Family Wealth
Maryland
$715K
FCM
991
Firestone Capital Management
Florida
$710K
MAWA
992
Moss Adams Wealth Advisors
Washington
$710K
BTW
993
Boston Trust Walden
Massachusetts
$697K
SWP
994
Semus Wealth Partners
Florida
$697K
MW
995
MBL Wealth
North Carolina
$696K
SW
996
SMART Wealth
Nebraska
$694K
OFO
997
OneAscent Family Office
Alabama
$692K
NPT
998
National Philanthropic Trust
Pennsylvania
$688K
NCM
999
Northside Capital Management
Oregon
$687K
S
1000
SignatureFD
Georgia
$685K