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iShares MSCI USA Quality Factor ETF

1,471 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 646 increasing their positions, 487 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+22
Holders Change %
+1.52%
% of All Funds
19.71%
Holding in Top 10
229
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.29%
% of All Funds
3.07%
New
136
Increased
646
Reduced
487
Closed
82
Calls
$3.27M
Puts
$2.54M
Net Calls
+$731K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1201
Professional Financial Advisors
Nebraska
$271K +$20.1K +110 +8%
CL
1202
CVFG LLC
Indiana
$270K +$2.56K +14 +1%
NB
1203
NBT Bank
New York
$269K
C
1204
Certuity
Florida
$269K +$269K +1,470 New
SWMG
1205
Sanchez Wealth Management Group
Florida
$268K -$84.5K -462 -24%
Kayne Anderson Rudnick Investment Management
1206
Kayne Anderson Rudnick Investment Management
California
$267K
LEFP
1207
Leading Edge Financial Planning
Tennessee
$267K +$21.9K +120 +9%
IA
1208
IFC Advisors
California
$265K +$265K +1,450 New
MA
1209
MBA Advisors
Pennsylvania
$264K +$264K +1,446 New
ESB
1210
Essex Savings Bank
Connecticut
$263K
GKWIM
1211
Gerber Kawasaki Wealth & Investment Management
California
$263K -$115K -628 -30%
CP
1212
Creekside Partners
California
$261K
SRWM
1213
Shira Ridge Wealth Management
California
$260K +$548 +3 +0.2%
WCM
1214
WealthBridge Capital Management
Ohio
$259K +$259K +1,419 New
TRIA
1215
Trail Ridge Investment Advisors
Colorado
$258K +$24.5K +133 +10%
SIAG
1216
Safeguard Investment Advisory Group
California
$257K +$257K +1,407 New
BFA
1217
Bragg Financial Advisors
North Carolina
$256K +$256K +1,400 New
TFCP
1218
Twin Focus Capital Partners
Massachusetts
$256K +$256K +1,400 New
RP
1219
Regal Partners
Australia
$256K +$256K +1,400 New
GC
1220
Grimes & Company
Massachusetts
$256K +$549 +3 +0.2%
GC
1221
GFG Capital
Florida
$253K +$34.7K +190 +16%
Schroder Investment Management Group
1222
Schroder Investment Management Group
United Kingdom
$252K +$252K +1,376 New
CNB
1223
Camden National Bank
Maine
$251K
FSC
1224
Full Sail Capital
Oklahoma
$251K -$23.8K -130 -9%
Neuberger Berman Group
1225
Neuberger Berman Group
New York
$251K +$16.5K +90 +7%