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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
OP
1051
Oath Planning
Oklahoma
$569K
GWA
1052
Genesis Wealth Advisors
Massachusetts
$569K
HFO
1053
Heritage Family Offices
Arizona
$563K
SS
1054
Sunbelt Securities
Texas
$562K
OPWM
1055
Oxinas Partners Wealth Management
Indiana
$557K
OFS
1056
Opus Financial Solutions
Illinois
$553K
EB
1057
Exchange Bank
California
$553K
PHWM
1058
Palatine Hill Wealth Management
Michigan
$553K
CGPCS
1059
Capital Group Private Client Services
California
$549K
SFC
1060
SYM Financial Corp
Indiana
$546K
FFG
1061
First Financial Group
North Carolina
$544K
IPWA
1062
International Private Wealth Advisors
California
$544K
CWWM
1063
Curry Webb Wealth Management
Indiana
$543K
EWM
1064
Elevation Wealth Management
Minnesota
$542K
FPCP
1065
Fort Point Capital Partners
California
$542K
IIA
1066
IPG Investment Advisors
California
$541K
NAS
1067
NWF Advisory Services
California
$541K
JGIA
1068
Jackson Grant Investment Advisers
Connecticut
$540K
SG
1069
StoneX Group
New York
$540K
ACM
1070
AlphaStar Capital Management
North Carolina
$538K
BRPW
1071
Ballast Rock Private Wealth
South Carolina
$538K
LWM
1072
LongView Wealth Management
Georgia
$536K
4PL
1073
46 Peaks LLC
Pennsylvania
$536K
KBFS
1074
Kohmann Bosshard Financial Services
Ohio
$535K
NFG
1075
Northbridge Financial Group
Florida
$533K