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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
CFS
1226
Commonwealth Financial Services
West Virginia
$342K
APW
1227
Acima Private Wealth
Virginia
$342K
SHF
1228
Stage Harbor Financial
Massachusetts
$341K
UBP
1229
Union Bancaire Privee
Switzerland
$338K
GI
1230
GAMMA Investing
California
$338K
HAS
1231
HBW Advisory Services
California
$336K
DPI
1232
Diversified Portfolios Inc
Michigan
$335K
AF
1233
Advisornet Financial
Minnesota
$335K
Toronto Dominion Bank
1234
Toronto Dominion Bank
Ontario, Canada
$335K
NGA
1235
Naples Global Advisors
Florida
$333K
AT
1236
Adelphi Trust
Florida
$332K
PWP
1237
Principle Wealth Partners
Connecticut
$331K
CAM
1238
CPA Asset Management
Florida
$330K
LFG
1239
Lockerman Financial Group
California
$325K
JIC
1240
Joel Isaacson & Co
New York
$323K
SIC
1241
Salem Investment Counselors
North Carolina
$322K
SC
1242
Solstein Capital
California
$321K
IF
1243
Intrua Financial
Texas
$321K
WSWA
1244
Warren Street Wealth Advisors
California
$320K
FEG
1245
Fund Evaluation Group
Ohio
$319K
MA
1246
Mosaic Advisors
Texas
$318K
BDF
1247
Black Diamond Financial
Maryland
$318K
AWM
1248
Activest Wealth Management
Florida
$318K
APW
1249
Aventura Private Wealth
Florida
$317K
MCM
1250
Morton Capital Management
California
$315K