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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
CFA
1201
CWS Financial Advisors
Michigan
$368K
CW
1202
Channel Wealth
California
$368K
CFP
1203
Catalyst Financial Partners
Massachusetts
$368K
NF
1204
Napier Financial
Massachusetts
$368K
LWA
1205
LifeGoal Wealth Advisors
New York
$367K
AMPWP
1206
Alvarez & Marsal Private Wealth Partners
Florida
$366K
NAMM
1207
NorthStar Asset Management (Massachusetts)
Massachusetts
$364K
FEM
1208
Fulcrum Equity Management
Texas
$362K
CBA
1209
Coastal Bridge Advisors
Connecticut
$362K
AWC
1210
Adamsbrown Wealth Consultants
Kansas
$361K
FFC
1211
Frederick Financial Consultants
Maryland
$359K
PC
1212
Payne Capital
Oregon
$358K
NF
1213
Nikulski Financial
Iowa
$357K
AWM
1214
Apex Wealth Management
New Hampshire
$357K
CLIP
1215
Colter Lewis Investment Partners
Connecticut
$356K
EFP
1216
Envision Financial Planning
Tennessee
$354K
VAG
1217
VisionPoint Advisory Group
Texas
$352K
WJWM
1218
Williams Jones Wealth Management
New York
$350K
ACM
1219
Advance Capital Management
Michigan
$348K
LSWP
1220
Liberty Square Wealth Partners
Pennsylvania
$348K
LCAM
1221
London & Capital Asset Management
United Kingdom
$348K
KCM
1222
Kendall Capital Management
Maryland
$345K
PWMG
1223
Pinnacle Wealth Management Group
Michigan
$345K
QP
1224
Quartz Partners
New York
$344K
AW
1225
Avion Wealth
Texas
$343K