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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
G
1001
GenTrust
Florida
$652K
AAM
1002
Aureus Asset Management
Massachusetts
$652K
SFC
1003
Strategic Financial Concepts
Texas
$651K
RG
1004
Rathbones Group
United Kingdom
$646K
PAM
1005
Palisade Asset Management
Minnesota
$645K
NG
1006
Novem Group
New York
$642K
4WM
1007
4J Wealth Management
Virginia
$640K
EW
1008
Evoke Wealth
California
$636K
MWA
1009
Monograph Wealth Advisors
California
$636K
IW
1010
Imprint Wealth
South Carolina
$635K
OFG
1011
Oxford Financial Group
Indiana
$633K
ZF
1012
Zhang Financial
Michigan
$633K
CFG
1013
Citizens Financial Group
Rhode Island
$631K
BFA
1014
Benningfield Financial Advisors
California
$627K
EF
1015
Empowered Funds
Pennsylvania
$626K
HWM
1016
Heirloom Wealth Management
Colorado
$619K
IIA
1017
Integral Investment Advisors
California
$617K
GFA
1018
Gallagher Fiduciary Advisors
Illinois
$615K
YWS
1019
Yarger Wealth Strategies
Ohio
$613K
MWA
1020
MN Wealth Advisors
Kansas
$612K
PWPS
1021
Pinnacle Wealth Planning Services
Ohio
$608K
NB
1022
NBT Bank
New York
$607K
4WM
1023
49 Wealth Management
Texas
$605K
RFC
1024
Regions Financial Corp
Alabama
$605K
NA
1025
Novus Advisors
South Carolina
$603K