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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
PWM
1176
Provident Wealth Management
Tennessee
$384K
SAM
1177
Strategy Asset Managers
California
$381K
WPP
1178
Whalerock Point Partners
Rhode Island
$379K
Koshinski Asset Management
1179
Koshinski Asset Management
Illinois
$376K
OWA
1180
OakTrust Wealth Advisors
Connecticut
$376K
MFG
1181
Mosaic Financial Group
Illinois
$376K
ANBT
1182
American National Bank & Trust
Texas
$376K
CIA
1183
Cape Investment Advisory
Georgia
$373K
CF
1184
Clarity Financial
Texas
$369K
CFA
1185
CWS Financial Advisors
Michigan
$368K
CW
1186
Channel Wealth
California
$368K
CFP
1187
Catalyst Financial Partners
Massachusetts
$368K
NF
1188
Napier Financial
Massachusetts
$368K
LWA
1189
LifeGoal Wealth Advisors
New York
$367K
AMPWP
1190
Alvarez & Marsal Private Wealth Partners
Florida
$366K
NAMM
1191
NorthStar Asset Management (Massachusetts)
Massachusetts
$364K
FEM
1192
Fulcrum Equity Management
Texas
$362K
CBA
1193
Coastal Bridge Advisors
Connecticut
$362K
AWC
1194
Adamsbrown Wealth Consultants
Kansas
$361K
FFC
1195
Frederick Financial Consultants
Maryland
$359K
PC
1196
Payne Capital
Oregon
$358K
NF
1197
Nikulski Financial
Iowa
$357K
AWM
1198
Apex Wealth Management
New Hampshire
$357K
CLIP
1199
Colter Lewis Investment Partners
Connecticut
$356K
EFP
1200
Envision Financial Planning
Tennessee
$354K