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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
FGA
1026
Fortis Group Advisors
New Jersey
$495K
GC
1027
Grimes & Company
Massachusetts
$491K
KAM
1028
Knightsbridge Asset Management
California
$488K
BZWA
1029
Blue Zone Wealth Advisors
California
$487K
DI
1030
Disciplined Investments
Oklahoma
$487K
BFA
1031
Beaumont Financial Advisors
Massachusetts
$485K
KF
1032
Krilogy Financial
Missouri
$484K
LSA
1033
Lansing Street Advisors
Pennsylvania
$484K
KIG
1034
Kennedy Investment Group
New Jersey
$483K
APWA
1035
Atlas Private Wealth Advisors
New Jersey
$483K
LRPA
1036
L. Roy Papp & Associates
Arizona
$479K
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$478K
FWM
1038
FSR Wealth Management
Illinois
$478K
JFG
1039
JDM Financial Group
Texas
$475K
AT
1040
American Trust
Kentucky
$473K
WCM
1041
Winebrenner Capital Management
Kentucky
$473K
DWG
1042
Darden Wealth Group
Michigan
$470K
ADL
1043
Asset Dedication LLC
California
$470K
PCA
1044
Pallas Capital Advisors
Massachusetts
$470K
BPWM
1045
Badgley Phelps Wealth Managers
Washington
$469K
RWM
1046
Riverbend Wealth Management
South Carolina
$469K
RAS
1047
RPS Advisory Solutions
Kentucky
$468K
SIC
1048
Sterling Investment Counsel
New York
$467K
AWM
1049
Avior Wealth Management
Nebraska
$467K
VW
1050
Veridan Wealth
Oregon
$465K