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iShares MSCI USA Quality Factor ETF

1,452 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 696 increasing their positions, 464 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $43.8B → $42.7B (-$1.08B)

1% less funds holding

Funds holding: 1,4741,452 (-22)

4% less funds holding in top 10

Funds holding in top 10: 258247 (-11)

Holders
1,452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.9M
Puts
$1.11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$50.6M
GA
102
Goldstein Advisors
Wisconsin
$50.4M
BWM
103
Baron Wealth Management
Michigan
$50.3M
Baird Financial Group
104
Baird Financial Group
Wisconsin
$49.4M
B
105
Barings
North Carolina
$49.1M
CW
106
CreativeOne Wealth
Kansas
$47.7M
GT
107
Glenmede Trust
Pennsylvania
$47.4M
PWMAG
108
Pinnacle Wealth Management Advisory Group
New Jersey
$46.5M
FWIA
109
Fort Washington Investment Advisors
Ohio
$46M
EB
110
Eastern Bank
Massachusetts
$45.4M
SA
111
Scarborough Advisors
Maryland
$45.3M
SWA
112
Strategies Wealth Advisors
Michigan
$45M
AWM
113
Apollon Wealth Management
South Carolina
$44.4M
FFA
114
Farther Finance Advisors
California
$44.2M
AAS
115
Avantax Advisory Services
Texas
$43.3M
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$43M
MPW
117
MA Private Wealth
California
$42.8M
OCBCO
118
Oversea-Chinese Banking Corp (OCBC)
Singapore
$42.7M
AG
119
Ascent Group
Virginia
$42.4M
MRC
120
Millburn Ridgefield Corp
New York
$41.7M
CCA
121
Catalyst Capital Advisors
New York
$41.7M
LWA
122
Lineweaver Wealth Advisors
Ohio
$41.4M
Jones Financial Companies
123
Jones Financial Companies
Missouri
$40.8M
IWA
124
Icon Wealth Advisors
Texas
$40.6M
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M