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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
VAG
1201
VisionPoint Advisory Group
Texas
$352K
WJWM
1202
Williams Jones Wealth Management
New York
$350K
ACM
1203
Advance Capital Management
Michigan
$348K
LSWP
1204
Liberty Square Wealth Partners
Pennsylvania
$348K
LCAM
1205
London & Capital Asset Management
United Kingdom
$348K
KCM
1206
Kendall Capital Management
Maryland
$345K
PWMG
1207
Pinnacle Wealth Management Group
Michigan
$345K
QP
1208
Quartz Partners
New York
$344K
AW
1209
Avion Wealth
Texas
$343K
CFS
1210
Commonwealth Financial Services
West Virginia
$342K
APW
1211
Acima Private Wealth
Virginia
$342K
SHF
1212
Stage Harbor Financial
Massachusetts
$341K
UBP
1213
Union Bancaire Privee
Switzerland
$338K
GI
1214
GAMMA Investing
California
$338K
HAS
1215
HBW Advisory Services
California
$336K
DPI
1216
Diversified Portfolios Inc
Michigan
$335K
AF
1217
Advisornet Financial
Minnesota
$335K
Toronto Dominion Bank
1218
Toronto Dominion Bank
Ontario, Canada
$335K
NGA
1219
Naples Global Advisors
Florida
$333K
AT
1220
Adelphi Trust
Florida
$332K
PWP
1221
Principle Wealth Partners
Connecticut
$331K
CAM
1222
CPA Asset Management
Florida
$330K
LFG
1223
Lockerman Financial Group
California
$325K
JIC
1224
Joel Isaacson & Co
New York
$323K
SIC
1225
Salem Investment Counselors
North Carolina
$322K