QUAL icon

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
FPCP
1051
Fort Point Capital Partners
California
$542K
IIA
1052
IPG Investment Advisors
California
$541K
NAS
1053
NWF Advisory Services
California
$541K
JGIA
1054
Jackson Grant Investment Advisers
Connecticut
$540K
SG
1055
StoneX Group
New York
$540K
ACM
1056
AlphaStar Capital Management
North Carolina
$538K
BRPW
1057
Ballast Rock Private Wealth
South Carolina
$538K
LWM
1058
LongView Wealth Management
Georgia
$536K
4PL
1059
46 Peaks LLC
Pennsylvania
$536K
KBFS
1060
Kohmann Bosshard Financial Services
Ohio
$535K
NFG
1061
Northbridge Financial Group
Florida
$533K
BWM
1062
BAM Wealth Management
Colorado
$532K
GS
1063
GWN Securities
Florida
$531K
JFGLC
1064
Johnson Financial Group LLC (Colorado)
Colorado
$527K
LWPC
1065
Legacy Wealth Partners (Colorado)
Colorado
$526K
JWM
1066
JGP Wealth Management
Oregon
$526K
OWA
1067
Octavia Wealth Advisors
Ohio
$522K
KIG
1068
Kennedy Investment Group
New Jersey
$520K
Deutsche Bank
1069
Deutsche Bank
Germany
$516K
PWM
1070
Parkway Wealth Management
Texas
$515K
WA
1071
Waddell & Associates
Tennessee
$514K
LIA
1072
LS Investment Advisors
Michigan
$509K
AIP
1073
Avail Investment Partners
Pennsylvania
$508K
CA
1074
Crewe Advisors
Utah
$505K
AB
1075
Atlas Brown
Kentucky
$505K