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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
CNBTD
1076
Citizens National Bank Trust Department
Mississippi
$500K
PWP
1077
Parkwoods Wealth Partners
New York
$499K
BPWM
1078
Badgley Phelps Wealth Managers
Washington
$497K
LWL
1079
Leo Wealth LLC
Texas
$495K
ZBNA
1080
Zions Bancorporation, National Association
Utah
$494K
SLWA
1081
San Luis Wealth Advisors
California
$492K
LFG
1082
Larson Financial Group
Missouri
$492K
QWP
1083
Quotient Wealth Partners
Texas
$492K
AAS
1084
Asset Allocation Strategies
Michigan
$488K
WPC
1085
Wedmont Private Capital
Pennsylvania
$486K
BHPW
1086
Box Hill Private Wealth
Arizona
$485K
CWMG
1087
Compass Wealth Management (Georgia)
Georgia
$483K
MFG
1088
Magnus Financial Group
New York
$482K
KAM
1089
Knightsbridge Asset Management
California
$481K
RWM
1090
Ritholtz Wealth Management
New York
$480K
DI
1091
Disciplined Investments
Oklahoma
$480K
LSA
1092
Lansing Street Advisors
Pennsylvania
$480K
V
1093
ViaWealth
Kansas
$480K
FA
1094
Fermata Advisors
California
$479K
ITG
1095
Index Technologies Group
New York
$477K
ZIM
1096
Zacks Investment Management
Illinois
$476K
KF
1097
Krilogy Financial
Missouri
$476K
LEFP
1098
Leading Edge Financial Planning
Tennessee
$474K
AWMI
1099
Aegis Wealth Management (Iowa)
Iowa
$473K
BFA
1100
Beaumont Financial Advisors
Massachusetts
$473K