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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
BWM
1076
BAM Wealth Management
Colorado
$532K
GS
1077
GWN Securities
Florida
$531K
JFGLC
1078
Johnson Financial Group LLC (Colorado)
Colorado
$527K
LWPC
1079
Legacy Wealth Partners (Colorado)
Colorado
$526K
JWM
1080
JGP Wealth Management
Oregon
$526K
OWA
1081
Octavia Wealth Advisors
Ohio
$522K
KIG
1082
Kennedy Investment Group
New Jersey
$520K
Deutsche Bank
1083
Deutsche Bank
Germany
$516K
PWM
1084
Parkway Wealth Management
Texas
$515K
WA
1085
Waddell & Associates
Tennessee
$514K
LIA
1086
LS Investment Advisors
Michigan
$509K
AIP
1087
Avail Investment Partners
Pennsylvania
$508K
CA
1088
Crewe Advisors
Utah
$505K
AB
1089
Atlas Brown
Kentucky
$505K
CNBTD
1090
Citizens National Bank Trust Department
Mississippi
$500K
PWP
1091
Parkwoods Wealth Partners
New York
$499K
BPWM
1092
Badgley Phelps Wealth Managers
Washington
$497K
LWL
1093
Leo Wealth LLC
Texas
$495K
ZBNA
1094
Zions Bancorporation, National Association
Utah
$494K
SLWA
1095
San Luis Wealth Advisors
California
$492K
LFG
1096
Larson Financial Group
Missouri
$492K
QWP
1097
Quotient Wealth Partners
Texas
$492K
AAS
1098
Asset Allocation Strategies
Michigan
$488K
WPC
1099
Wedmont Private Capital
Pennsylvania
$486K
BHPW
1100
Box Hill Private Wealth
Arizona
$485K