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iShares MSCI USA Quality Factor ETF

1,616 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, 624 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 (-$896M)

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
1,616
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
RWM
1151
Riverbend Wealth Management
South Carolina
$417K
SIC
1152
Sterling Investment Counsel
New York
$412K
GC
1153
Grimes & Company
Massachusetts
$409K
FWP
1154
Forefront Wealth Partners
Texas
$407K
AO
1155
Advisor OS
Illinois
$407K
SP
1156
Sequent Planning
Nebraska
$406K
LA
1157
LVW Advisors
New York
$405K
A
1158
Argentarii
Ohio
$405K
WIM
1159
Westside Investment Management
California
$404K
GWM
1160
GSB Wealth Management
Connecticut
$402K
WCM
1161
Winebrenner Capital Management
Kentucky
$401K
CSP
1162
Cary Street Partners
Virginia
$401K
OFS
1163
OneAscent Financial Services
Alabama
$401K
BCI
1164
Blue Capital Inc
Nebraska
$401K
MPWT
1165
MassMutual Private Wealth & Trust
Connecticut
$398K
CCA
1166
Clearwater Capital Advisors
Illinois
$397K
HIM
1167
Hanlon Investment Management
New Jersey
$397K
FF
1168
Frankly Finances
Florida
$396K
BSSFA
1169
Baron Silver Stevens Financial Advisors
Florida
$395K
DAS
1170
Daybright Advisory Services
Florida
$393K
KFP
1171
Kerr Financial Planning
California
$390K
AA
1172
Advisory Alpha
Michigan
$389K
IMT
1173
Investment Management Trust
Massachusetts
$389K
WWM
1174
Waterway Wealth Management
Texas
$386K
Jane Street
1175
Jane Street
New York
$385K