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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1226
Cannon Financial Strategists
Georgia
$253K
AFGAS
1227
Allegiance Financial Group Advisory Services
Virginia
$253K
TA
1228
TrueWealth Advisors
Alabama
$253K
HTHT
1229
Hemenway Trust Hemenway Trust
New Hampshire
$253K
JWM
1230
JPL Wealth Management
Colorado
$252K
LI
1231
LifeWealth Investments
Florida
$252K
FFA
1232
Founders Financial Alliance
North Carolina
$251K
SRWM
1233
Shira Ridge Wealth Management
California
$250K
FSA
1234
Financial Services Advisory
Maryland
$249K
EI
1235
Ethic Inc
New York
$249K
MCM
1236
Maple Capital Management
Vermont
$248K
ICP
1237
Ironvine Capital Partners
Nebraska
$248K
HC
1238
Headland Capital
South Carolina
$246K
CPW
1239
Cove Private Wealth
New York
$246K
AWP
1240
Ascent Wealth Partners
New York
$245K
VP
1241
Verum Partners
North Carolina
$243K
LG
1242
Leuthold Group
Minnesota
$241K
MAG
1243
M3 Advisory Group
Massachusetts
$240K
MHR
1244
Matthew Hamilton Rosenberg
$240K
PCA
1245
Purkiss Capital Advisors
Connecticut
$240K
EWM
1246
Evermay Wealth Management
Virginia
$238K
BAG
1247
Bridgewealth Advisory Group
California
$237K
AA
1248
ArborFi Advisors
Michigan
$236K
WSCM
1249
Wellington Shields Capital Management
New York
$233K
ITB
1250
Idaho Trust Bank
Idaho
$232K