We are live on ! Find out more
QUAL icon

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
CIBC World Market
1151
CIBC World Market
Ontario, Canada
$436K
GAM
1152
Gemmer Asset Management
California
$436K
LNB
1153
Ledyard National Bank
$436K
KRW
1154
Kaufman Rossin Wealth
Florida
$436K
CA
1155
CapWealth Advisors
Tennessee
$435K
JFG
1156
JDM Financial Group
Texas
$429K
SM
1157
Sensible Money
Arizona
$428K
LWM
1158
Lodestone Wealth Management
Washington
$426K
MAMG
1159
Milestone Asset Management Group
Connecticut
$424K
PFA
1160
Pinnacle Family Advisors
Missouri
$423K
GPA
1161
Guerra Pan Advisors
New Jersey
$423K
IPA
1162
Investment Planning Advisors
Georgia
$421K
CCMG
1163
Clark Capital Management Group
Pennsylvania
$420K
BFIM
1164
Beese Fulmer Investment Management
Ohio
$420K
FMWA
1165
Forvis Mazars Wealth Advisors
Missouri
$418K
AL
1166
Aspiriant LLC
California
$417K
RWM
1167
Riverbend Wealth Management
South Carolina
$417K
SIC
1168
Sterling Investment Counsel
New York
$412K
GC
1169
Grimes & Company
Massachusetts
$409K
FWP
1170
Forefront Wealth Partners
Texas
$407K
AO
1171
Advisor OS
Illinois
$407K
SP
1172
Sequent Planning
Nebraska
$406K
LA
1173
LVW Advisors
New York
$405K
A
1174
Argentarii
Ohio
$405K
WIM
1175
Westside Investment Management
California
$404K