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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
MWA
1126
Madson Wealth Advisors
California
$454K
IF
1127
Integrity Financial
Wyoming
$454K
CWL
1128
Causey Wealth LLC
Colorado
$453K
HAP
1129
Harbor Asset Planning
Massachusetts
$453K
PTC
1130
Philadelphia Trust Company
Pennsylvania
$452K
T
1131
Tidemark
California
$451K
AAMG
1132
AMG Asset Management Group
Georgia
$451K
FFA
1133
Fortune Financial Advisors
Kansas
$449K
JTWM
1134
Jackson Thornton Wealth Management
Alabama
$449K
PW
1135
PUREfi Wealth
Massachusetts
$447K
BB
1136
Busey Bank
Illinois
$447K
SI
1137
Seeds Investor
New York
$446K
CA
1138
COFG Advisors
Illinois
$445K
WFAG
1139
Wescott Financial Advisory Group
Pennsylvania
$444K
TP
1140
TritonPoint Partners
Maryland
$443K
TWM
1141
TCFG Wealth Management
California
$443K
TIA
1142
TCFG Investment Advisors
California
$443K
MAM
1143
Madison Asset Management
Wisconsin
$443K
AFP
1144
Alpha Financial Partners
Kentucky
$443K
CWA
1145
CogentBlue Wealth Advisors
Tennessee
$442K
RCAG
1146
Rehmann Capital Advisory Group
Michigan
$440K
GJIA
1147
Glass Jacobson Investment Advisors
Maryland
$440K
BWM
1148
BNB Wealth Management
Maryland
$440K
VW
1149
Veridan Wealth
Oregon
$436K
DWG
1150
Darden Wealth Group
Michigan
$436K