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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
MSWA
1276
Marshall & Sterling Wealth Advisors
New York
$276K
IP
1277
Indivisible Partners
Florida
$275K
E
1278
Entelevest
Florida
$275K
NWA
1279
Northwest Wealth Advisors
Washington
$274K
RAS
1280
RPS Advisory Solutions
Kentucky
$273K
HWM
1281
HBE Wealth Management
Nebraska
$273K
PWS
1282
Proactive Wealth Strategies
Georgia
$272K
FWWM
1283
Fiscal Wisdom Wealth Management
Connecticut
$272K
RWM
1284
Revisor Wealth Management
Ohio
$270K
BW
1285
BIP Wealth
Georgia
$269K
WCM
1286
WealthBridge Capital Management
Ohio
$268K
BHPW
1287
Beverly Hills Private Wealth
California
$267K
PWP
1288
Prasad Wealth Partners
Ohio
$266K
MWP
1289
Madison Wealth Partners
Wisconsin
$265K
MPW
1290
Magnolia Private Wealth
Pennsylvania
$265K
SIAS
1291
Summit Investment Advisory Services
Minnesota
$264K
Members Trust
1292
Members Trust
Florida
$264K
MA
1293
MBA Advisors
Pennsylvania
$263K
CFS
1294
Cannon Financial Strategists
Georgia
$262K
RBC
1295
Roble Belko & Company
Pennsylvania
$262K
PFA
1296
Providence Financial Advisors
Kansas
$260K
GC
1297
Garde Capital
Washington
$259K
LAMC
1298
Longview Asset Management (California)
California
$258K
TIA
1299
Traphagen Investment Advisors
New Jersey
$258K
PMFA
1300
Plante Moran Financial Advisors
Michigan
$258K