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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
LCWP
1151
Legacy Capital Wealth Partners
Arkansas
$327K
MIFH
1152
Migdal Insurance & Financial Holdings
Israel
$324K
RFP
1153
Root Financial Partners
California
$324K
AW
1154
Apricus Wealth
South Carolina
$323K
GI
1155
GAMMA Investing
California
$322K
LWM
1156
LongView Wealth Management
Georgia
$322K
GKWIM
1157
Gerber Kawasaki Wealth & Investment Management
California
$321K
AWA
1158
American Wealth Advisors
Georgia
$321K
HPC
1159
Hobart Private Capital
North Carolina
$321K
MAMG
1160
Milestone Asset Management Group
Connecticut
$320K
CWG
1161
Cornerstone Wealth Group
North Carolina
$319K
HAS
1162
HBW Advisory Services
California
$319K
PRTG
1163
Post Resch Tallon Group
New York
$318K
WFC
1164
Western Financial Corp
California
$317K
PWMG
1165
Pinnacle Wealth Management Group
Michigan
$316K
WFAG
1166
Wescott Financial Advisory Group
Pennsylvania
$315K
BWM
1167
BCS Wealth Management
Tennessee
$314K
MA
1168
Montag & Associates
Georgia
$311K
OCM
1169
Orion Capital Management
California
$311K
BWL
1170
Beacon Wealthcare LLC
North Carolina
$308K
GWM
1171
GSB Wealth Management
Connecticut
$306K
TH
1172
TCTC Holdings
Texas
$306K
BDF
1173
Black Diamond Financial
Maryland
$304K
CTA
1174
Colonial Trust Advisors
South Carolina
$303K
KFC
1175
Klingenstein Fields & Co
New York
$302K