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iShares MSCI USA Quality Factor ETF

1,617 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, 625 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 (-$891M)

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
1,617
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
IIM
976
InTrack Investment Management
Vermont
$719K
TAFW
977
Tred Avon Family Wealth
Maryland
$715K
FCM
978
Firestone Capital Management
Florida
$710K
MAWA
979
Moss Adams Wealth Advisors
Washington
$710K
BTW
980
Boston Trust Walden
Massachusetts
$697K
SWP
981
Semus Wealth Partners
Florida
$697K
MW
982
MBL Wealth
North Carolina
$696K
SW
983
SMART Wealth
Nebraska
$694K
OFO
984
OneAscent Family Office
Alabama
$692K
NPT
985
National Philanthropic Trust
Pennsylvania
$688K
NCM
986
Northside Capital Management
Oregon
$687K
S
987
SignatureFD
Georgia
$685K
EAM
988
Empirical Asset Management
Massachusetts
$684K
WMWM
989
Wilkins Miller Wealth Management
Alabama
$683K
RFP
990
Root Financial Partners
California
$679K
FGA
991
Fortis Group Advisors
New Jersey
$674K
BAM
992
Belpointe Asset Management
Nevada
$674K
IBOK
993
Independence Bank of Kentucky
Kentucky
$673K
CFB
994
Cullen/Frost Bankers
Texas
$671K
TC
995
TFR Capital
Texas
$670K
GWM
996
Gibbs Wealth Management
Georgia
$670K
BBPWM
997
Blue Bell Private Wealth Management
Pennsylvania
$663K
CIS
998
Custom Index Systems
New York
$660K
FNWM
999
Financial Network Wealth Management
Utah
$657K
RF
1000
RHS Financial
California
$652K