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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
SI
1251
Stirlingshire Investments
New York
$298K
KFC
1252
Klingenstein Fields & Co
New York
$298K
FRA
1253
Frank Rimerman Advisors
California
$297K
DWM
1254
Destination Wealth Management
California
$297K
FF
1255
Farnam Financial
Arizona
$297K
HPCM
1256
Hunter Perkins Capital Management
Illinois
$297K
PRTG
1257
Post Resch Tallon Group
New York
$295K
CTA
1258
Colonial Trust Advisors
South Carolina
$294K
ACS
1259
Archford Capital Strategies
Illinois
$294K
BA
1260
Bluesphere Advisors
Pennsylvania
$293K
FA
1261
Fedenia Advisers
Wisconsin
$291K
CFGW
1262
Chancellor Financial Group WB
Pennsylvania
$291K
MA
1263
Montag & Associates
Georgia
$289K
FFA
1264
Founders Financial Alliance
North Carolina
$288K
FTUS
1265
Flow Traders U.S.
New York
$286K
BSB
1266
Bangor Savings Bank
Maine
$286K
PCM
1267
Permanent Capital Management
Illinois
$284K
CP
1268
Creekside Partners
California
$283K
EWA
1269
Exit Wealth Advisors
Georgia
$282K
Kayne Anderson Rudnick Investment Management
1270
Kayne Anderson Rudnick Investment Management
California
$280K
HPC
1271
Hobart Private Capital
North Carolina
$280K
LOWM
1272
Laurel Oak Wealth Management
New Jersey
$280K
DACG
1273
Donor Advised Charitable Giving
California
$280K
NFA
1274
Northwest Financial Advisors
Virginia
$279K
GC
1275
GFG Capital
Florida
$278K