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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
EAM
1001
Empirical Asset Management
Massachusetts
$684K
WMWM
1002
Wilkins Miller Wealth Management
Alabama
$683K
RFP
1003
Root Financial Partners
California
$679K
FGA
1004
Fortis Group Advisors
New Jersey
$674K
BAM
1005
Belpointe Asset Management
Nevada
$674K
IBOK
1006
Independence Bank of Kentucky
Kentucky
$673K
CFB
1007
Cullen/Frost Bankers
Texas
$671K
TC
1008
TFR Capital
Texas
$670K
GWM
1009
Gibbs Wealth Management
Georgia
$670K
BBPWM
1010
Blue Bell Private Wealth Management
Pennsylvania
$663K
CIS
1011
Custom Index Systems
New York
$660K
FNWM
1012
Financial Network Wealth Management
Utah
$657K
RF
1013
RHS Financial
California
$652K
G
1014
GenTrust
Florida
$652K
AAM
1015
Aureus Asset Management
Massachusetts
$652K
SFC
1016
Strategic Financial Concepts
Texas
$651K
RG
1017
Rathbones Group
United Kingdom
$646K
PAM
1018
Palisade Asset Management
Minnesota
$645K
NG
1019
Novem Group
New York
$642K
4WM
1020
4J Wealth Management
Virginia
$640K
EW
1021
Evoke Wealth
California
$636K
MWA
1022
Monograph Wealth Advisors
California
$636K
IW
1023
Imprint Wealth
South Carolina
$635K
OFG
1024
Oxford Financial Group
Indiana
$633K
ZF
1025
Zhang Financial
Michigan
$633K