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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
SIS
1026
Sound Income Strategies
Florida
$603K
FNT
1027
First National Trust
Pennsylvania
$600K
ST
1028
Smithfield Trust
Pennsylvania
$599K
LA
1029
Legacy Advisors
Pennsylvania
$595K
FWCM
1030
Ferguson Wellman Capital Management
Oregon
$592K
DCM
1031
Donaldson Capital Management
Indiana
$591K
PEWA
1032
Pacific Excel Wealth Advisors
California
$587K
Kovitz Investment Group Partners
1033
Kovitz Investment Group Partners
Illinois
$584K
AIM
1034
Anchor Investment Management
South Carolina
$583K
KCM
1035
Key Capital Management
Tennessee
$575K
EWA
1036
Elevate Wealth Advisory
Georgia
$571K
WMA
1037
Wealth Management Associates
New Jersey
$571K
OP
1038
Oath Planning
Oklahoma
$569K
GWA
1039
Genesis Wealth Advisors
Massachusetts
$569K
HFO
1040
Heritage Family Offices
Arizona
$563K
SS
1041
Sunbelt Securities
Texas
$562K
OPWM
1042
Oxinas Partners Wealth Management
Indiana
$557K
OFS
1043
Opus Financial Solutions
Illinois
$553K
EB
1044
Exchange Bank
California
$553K
PHWM
1045
Palatine Hill Wealth Management
Michigan
$553K
CGPCS
1046
Capital Group Private Client Services
California
$549K
SFC
1047
SYM Financial Corp
Indiana
$546K
FFG
1048
First Financial Group
North Carolina
$544K
IPWA
1049
International Private Wealth Advisors
California
$544K
EWM
1050
Elevation Wealth Management
Minnesota
$542K