We are live on ! Find out more
QUAL icon

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
MRC
101
Millburn Ridgefield Corp
New York
$47.9M
Baird Financial Group
102
Baird Financial Group
Wisconsin
$46.6M
KCM
103
Kathmere Capital Management
Pennsylvania
$45.3M
HSG
104
Helen Stephens Group
Texas
$43.7M
GT
105
Glenmede Trust
Pennsylvania
$41.4M
MA
106
MCF Advisors
Kentucky
$40.6M
TWG
107
The Wealth Group
Minnesota
$40.2M
IWM
108
IHT Wealth Management
Illinois
$39.9M
AC
109
AlphaCore Capital
California
$39.6M
SW
110
SlateStone Wealth
Florida
$38.9M
FFA
111
Farther Finance Advisors
California
$38.8M
CA
112
Clearstead Advisors
Ohio
$37.9M
AI
113
Atria Investments
North Carolina
$37.9M
TCM
114
TD Capital Management
Tennessee
$37.7M
PFA
115
Pure Financial Advisors
California
$37.4M
1WM
116
1900 Wealth Management
Texas
$36.8M
SHJ
117
Sharkey, Howes & Javer
Colorado
$36.5M
US Bancorp
118
US Bancorp
Minnesota
$34.9M
MYIA
119
Mount Yale Investment Advisors
Colorado
$33.9M
SFS
120
Sowell Financial Services
Arkansas
$33.7M
CG
121
CFO4Life Group
Texas
$33.6M
ACM
122
Armbruster Capital Management
New York
$32.7M
MPW
123
MA Private Wealth
California
$32.5M
Franklin Resources
124
Franklin Resources
California
$32.4M
CAL
125
Capital Advisors Ltd
Ohio
$32.3M