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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
IF
1051
Integrity Financial
Wyoming
$465K
AAS
1052
Asset Allocation Strategies
Michigan
$464K
CSP
1053
Cary Street Partners
Virginia
$464K
FNT
1054
First National Trust
Pennsylvania
$464K
FA
1055
Fermata Advisors
California
$462K
TSS
1056
Two Sigma Securities
New York
$459K
GAM
1057
Gemmer Asset Management
California
$459K
PTC
1058
Philadelphia Trust Company
Pennsylvania
$458K
FFA
1059
Fortune Financial Advisors
Kansas
$457K
DPI
1060
Diversified Portfolios Inc
Michigan
$456K
KFI
1061
Key Financial Inc
Pennsylvania
$456K
IPA
1062
Investment Planning Advisors
Georgia
$455K
MAM
1063
Madison Asset Management
Wisconsin
$449K
IBOK
1064
Independence Bank of Kentucky
Kentucky
$449K
GI
1065
Gradient Investments
Minnesota
$449K
JTWM
1066
Jackson Thornton Wealth Management
Alabama
$443K
KRW
1067
Kaufman Rossin Wealth
Florida
$442K
CA
1068
CapWealth Advisors
Tennessee
$442K
BCM
1069
Becker Capital Management
Oregon
$439K
SM
1070
Sensible Money
Arizona
$436K
LWM
1071
Lodestone Wealth Management
Washington
$436K
SHF
1072
Stage Harbor Financial
Massachusetts
$435K
ZF
1073
Zhang Financial
Michigan
$434K
OPWM
1074
Oxinas Partners Wealth Management
Indiana
$429K
GPA
1075
Guerra Pan Advisors
New Jersey
$428K