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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
ZIM
1276
Zacks Investment Management
Illinois
$213K
1WA
1277
180 Wealth Advisors
Washington
$212K
SIMG
1278
Sonora Investment Management Group
Arizona
$212K
NEPWA
1279
New England Private Wealth Advisors
Massachusetts
$212K
CNB
1280
Camden National Bank
Maine
$212K
CMI
1281
Clare Market Investments
Texas
$210K
CT
1282
Clearstead Trust
Maine
$207K
KHCM
1283
Kirtland Hills Capital Management
Ohio
$207K
CNBOF
1284
City National Bank of Florida
Florida
$207K
WC
1285
Whitney & Co
New York
$206K
AWM
1286
Able Wealth Management
New Jersey
$206K
RIL
1287
Rothschild Investment LLC
Illinois
$206K
GTAM
1288
Global Trust Asset Management
Florida
$205K
MWP
1289
Madison Wealth Partners
Wisconsin
$205K
TA
1290
Tactive Advisors
Florida
$205K
GAA
1291
Global Assets Advisory
Florida
$205K
SPP
1292
Single Point Partners
Massachusetts
$205K
CWM
1293
Collaborative Wealth Management
Florida
$205K
EWM
1294
EPG Wealth Management
Georgia
$204K
FF
1295
Francis Financial
$204K
AWP
1296
Astra Wealth Partners
New Jersey
$204K
TFG
1297
Team Financial Group
California
$203K
BWP
1298
Baldwin Wealth Partners
Massachusetts
$203K
PAM
1299
Pacific Asset Management
Washington
$203K
AI
1300
Accredited Investors
Minnesota
$202K