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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1126
Smithfield Trust
Pennsylvania
$354K
FFC
1127
Frederick Financial Consultants
Maryland
$354K
CPCM
1128
Cardinal Point Capital Management
Ontario, Canada
$354K
KCM
1129
Kendall Capital Management
Maryland
$350K
TCM
1130
Traynor Capital Management
Pennsylvania
$350K
UBP
1131
Union Bancaire Privee
Switzerland
$349K
TPWA
1132
TRUE Private Wealth Advisors
Oregon
$349K
SFP
1133
Sterling Financial Planning
New Jersey
$348K
CF
1134
Clarity Financial
Texas
$348K
APW
1135
Acima Private Wealth
Virginia
$347K
AW
1136
Avion Wealth
Texas
$345K
CB
1137
Cadence Bank
Mississippi
$344K
PWP
1138
Principle Wealth Partners
Connecticut
$342K
CWA
1139
CogentBlue Wealth Advisors
Tennessee
$341K
FWA
1140
FSC Wealth Advisors
New York
$341K
CAS
1141
Coppell Advisory Solutions
Texas
$339K
NGA
1142
Naples Global Advisors
Florida
$337K
TFO
1143
Timonier Family Office
North Carolina
$337K
RZH
1144
Relyea Zuckerberg Hanson
Connecticut
$336K
JFGLC
1145
Johnson Financial Group LLC (Colorado)
Colorado
$335K
FEG
1146
Fund Evaluation Group
Ohio
$333K
BBPWM
1147
Blue Bell Private Wealth Management
Pennsylvania
$333K
SC
1148
Solstein Capital
California
$331K
AWM
1149
Atticus Wealth Management
Florida
$330K
JIC
1150
Joel Isaacson & Co
New York
$328K