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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
CFG
1026
Citizens Financial Group
Rhode Island
$631K
BFA
1027
Benningfield Financial Advisors
California
$627K
EF
1028
Empowered Funds
Pennsylvania
$626K
HWM
1029
Heirloom Wealth Management
Colorado
$619K
IIA
1030
Integral Investment Advisors
California
$617K
GFA
1031
Gallagher Fiduciary Advisors
Illinois
$615K
YWS
1032
Yarger Wealth Strategies
Ohio
$613K
MWA
1033
MN Wealth Advisors
Kansas
$612K
PWPS
1034
Pinnacle Wealth Planning Services
Ohio
$608K
NB
1035
NBT Bank
New York
$607K
4WM
1036
49 Wealth Management
Texas
$605K
RFC
1037
Regions Financial Corp
Alabama
$605K
NA
1038
Novus Advisors
South Carolina
$603K
SIS
1039
Sound Income Strategies
Florida
$603K
FNT
1040
First National Trust
Pennsylvania
$600K
ST
1041
Smithfield Trust
Pennsylvania
$599K
LA
1042
Legacy Advisors
Pennsylvania
$595K
FWCM
1043
Ferguson Wellman Capital Management
Oregon
$592K
DCM
1044
Donaldson Capital Management
Indiana
$591K
PEWA
1045
Pacific Excel Wealth Advisors
California
$587K
Kovitz Investment Group Partners
1046
Kovitz Investment Group Partners
Illinois
$584K
AIM
1047
Anchor Investment Management
South Carolina
$583K
KCM
1048
Key Capital Management
Tennessee
$575K
EWA
1049
Elevate Wealth Advisory
Georgia
$571K
WMA
1050
Wealth Management Associates
New Jersey
$571K