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
TWM
1126
TCFG Wealth Management
California
$443K
TIA
1127
TCFG Investment Advisors
California
$443K
MAM
1128
Madison Asset Management
Wisconsin
$443K
AFP
1129
Alpha Financial Partners
Kentucky
$443K
CWA
1130
CogentBlue Wealth Advisors
Tennessee
$442K
RCAG
1131
Rehmann Capital Advisory Group
Michigan
$440K
GJIA
1132
Glass Jacobson Investment Advisors
Maryland
$440K
BWM
1133
BNB Wealth Management
Maryland
$440K
VW
1134
Veridan Wealth
Oregon
$436K
DWG
1135
Darden Wealth Group
Michigan
$436K
CIBC World Market
1136
CIBC World Market
Ontario, Canada
$436K
GAM
1137
Gemmer Asset Management
California
$436K
LNB
1138
Ledyard National Bank
$436K
KRW
1139
Kaufman Rossin Wealth
Florida
$436K
CA
1140
CapWealth Advisors
Tennessee
$435K
JFG
1141
JDM Financial Group
Texas
$429K
SM
1142
Sensible Money
Arizona
$428K
LWM
1143
Lodestone Wealth Management
Washington
$426K
MAMG
1144
Milestone Asset Management Group
Connecticut
$424K
PFA
1145
Pinnacle Family Advisors
Missouri
$423K
GPA
1146
Guerra Pan Advisors
New Jersey
$423K
IPA
1147
Investment Planning Advisors
Georgia
$421K
CCMG
1148
Clark Capital Management Group
Pennsylvania
$420K
BFIM
1149
Beese Fulmer Investment Management
Ohio
$420K
FMWA
1150
Forvis Mazars Wealth Advisors
Missouri
$418K