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
DWM
1101
Drive Wealth Management
Utah
$472K
LRPA
1102
L. Roy Papp & Associates
Arizona
$472K
TFS
1103
Thoroughbred Financial Services
Tennessee
$472K
FFWA
1104
FRG Family Wealth Advisors
Washington
$472K
Neuberger Berman Group
1105
Neuberger Berman Group
New York
$472K
KA
1106
Klingman & Associates
New York
$467K
Russell Investments Group
1107
Russell Investments Group
United Kingdom
$464K
KFI
1108
Key Financial Inc
Pennsylvania
$462K
VWWMG
1109
Vermillion & White Wealth Management Group
Pennsylvania
$460K
SWA
1110
SFMG Wealth Advisors
Texas
$455K
MWA
1111
Madson Wealth Advisors
California
$454K
IF
1112
Integrity Financial
Wyoming
$454K
CWL
1113
Causey Wealth LLC
Colorado
$453K
HAP
1114
Harbor Asset Planning
Massachusetts
$453K
PTC
1115
Philadelphia Trust Company
Pennsylvania
$452K
T
1116
Tidemark
California
$451K
AAMG
1117
AMG Asset Management Group
Georgia
$451K
FFA
1118
Fortune Financial Advisors
Kansas
$449K
JTWM
1119
Jackson Thornton Wealth Management
Alabama
$449K
PW
1120
PUREfi Wealth
Massachusetts
$447K
BB
1121
Busey Bank
Illinois
$447K
SI
1122
Seeds Investor
New York
$446K
CA
1123
COFG Advisors
Illinois
$445K
WFAG
1124
Wescott Financial Advisory Group
Pennsylvania
$444K
TP
1125
TritonPoint Partners
Maryland
$443K