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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
CWMG
1101
Compass Wealth Management (Georgia)
Georgia
$483K
MFG
1102
Magnus Financial Group
New York
$482K
KAM
1103
Knightsbridge Asset Management
California
$481K
RWM
1104
Ritholtz Wealth Management
New York
$480K
DI
1105
Disciplined Investments
Oklahoma
$480K
LSA
1106
Lansing Street Advisors
Pennsylvania
$480K
V
1107
ViaWealth
Kansas
$480K
FA
1108
Fermata Advisors
California
$479K
ITG
1109
Index Technologies Group
New York
$477K
ZIM
1110
Zacks Investment Management
Illinois
$476K
KF
1111
Krilogy Financial
Missouri
$476K
LEFP
1112
Leading Edge Financial Planning
Tennessee
$474K
AWMI
1113
Aegis Wealth Management (Iowa)
Iowa
$473K
BFA
1114
Beaumont Financial Advisors
Massachusetts
$473K
DWM
1115
Drive Wealth Management
Utah
$472K
LRPA
1116
L. Roy Papp & Associates
Arizona
$472K
TFS
1117
Thoroughbred Financial Services
Tennessee
$472K
FFWA
1118
FRG Family Wealth Advisors
Washington
$472K
Neuberger Berman Group
1119
Neuberger Berman Group
New York
$472K
ADL
1120
Asset Dedication LLC
California
$468K
KA
1121
Klingman & Associates
New York
$467K
Russell Investments Group
1122
Russell Investments Group
United Kingdom
$464K
KFI
1123
Key Financial Inc
Pennsylvania
$462K
VWWMG
1124
Vermillion & White Wealth Management Group
Pennsylvania
$460K
SWA
1125
SFMG Wealth Advisors
Texas
$455K