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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$46.6M
KCM
102
Kathmere Capital Management
Pennsylvania
$45.3M
HSG
103
Helen Stephens Group
Texas
$43.7M
MA
104
MCF Advisors
Kentucky
$40.6M
TWG
105
The Wealth Group
Minnesota
$40.2M
IWM
106
IHT Wealth Management
Illinois
$39.9M
AC
107
AlphaCore Capital
California
$39.6M
SW
108
SlateStone Wealth
Florida
$38.9M
FFA
109
Farther Finance Advisors
California
$38.8M
CA
110
Clearstead Advisors
Ohio
$37.9M
AI
111
Atria Investments
North Carolina
$37.9M
TCM
112
TD Capital Management
Tennessee
$37.7M
PFA
113
Pure Financial Advisors
California
$37.4M
1WM
114
1900 Wealth Management
Texas
$36.8M
SHJ
115
Sharkey, Howes & Javer
Colorado
$36.5M
US Bancorp
116
US Bancorp
Minnesota
$34.9M
MYIA
117
Mount Yale Investment Advisors
Colorado
$33.9M
SFS
118
Sowell Financial Services
Arkansas
$33.7M
CG
119
CFO4Life Group
Texas
$33.6M
ACM
120
Armbruster Capital Management
New York
$32.7M
MPW
121
MA Private Wealth
California
$32.5M
Franklin Resources
122
Franklin Resources
California
$32.4M
CAL
123
Capital Advisors Ltd
Ohio
$32.3M
HCP
124
Holt Capital Partners
Texas
$32.3M
IWA
125
Icon Wealth Advisors
Texas
$32M