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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
SC
1226
Solstein Capital
California
$321K
IF
1227
Intrua Financial
Texas
$321K
WSWA
1228
Warren Street Wealth Advisors
California
$320K
FEG
1229
Fund Evaluation Group
Ohio
$319K
MA
1230
Mosaic Advisors
Texas
$318K
BDF
1231
Black Diamond Financial
Maryland
$318K
AWM
1232
Activest Wealth Management
Florida
$318K
APW
1233
Aventura Private Wealth
Florida
$317K
MCM
1234
Morton Capital Management
California
$315K
TPWA
1235
TRUE Private Wealth Advisors
Oregon
$314K
IA
1236
Invested Advisors
Pennsylvania
$314K
AWA
1237
American Wealth Advisors
Georgia
$313K
IPW
1238
Impact Partnership Wealth
Georgia
$312K
SWP
1239
SIMA Wealth Partners
Virginia
$310K
FWP
1240
Falcon Wealth Planning
California
$310K
CIR
1241
Clear Investment Research
Georgia
$305K
VDC
1242
Van Diest Capital
Iowa
$304K
SFP
1243
Sterling Financial Planning
New Jersey
$304K
BWL
1244
Beacon Wealthcare LLC
North Carolina
$303K
HWMG
1245
Hurlow Wealth Management Group
Indiana
$303K
LAS
1246
Lloyd Advisory Services
Georgia
$303K
KFG
1247
Kingdom Financial Group
Arizona
$303K
FFG
1248
Fortress Financial Group
Minnesota
$302K
GKWIM
1249
Gerber Kawasaki Wealth & Investment Management
California
$300K
NPT
1250
Nixon Peabody Trust
Massachusetts
$298K