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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
BA
1276
Bluesphere Advisors
Pennsylvania
$293K
FA
1277
Fedenia Advisers
Wisconsin
$291K
CFGW
1278
Chancellor Financial Group WB
Pennsylvania
$291K
MA
1279
Montag & Associates
Georgia
$289K
FFA
1280
Founders Financial Alliance
North Carolina
$288K
FTUS
1281
Flow Traders U.S.
New York
$286K
BSB
1282
Bangor Savings Bank
Maine
$286K
PCM
1283
Permanent Capital Management
Illinois
$284K
CP
1284
Creekside Partners
California
$283K
EWA
1285
Exit Wealth Advisors
Georgia
$282K
Kayne Anderson Rudnick Investment Management
1286
Kayne Anderson Rudnick Investment Management
California
$280K
HPC
1287
Hobart Private Capital
North Carolina
$280K
LOWM
1288
Laurel Oak Wealth Management
New Jersey
$280K
DACG
1289
Donor Advised Charitable Giving
California
$280K
NFA
1290
Northwest Financial Advisors
Virginia
$279K
GC
1291
GFG Capital
Florida
$278K
MSWA
1292
Marshall & Sterling Wealth Advisors
New York
$276K
IP
1293
Indivisible Partners
Florida
$275K
E
1294
Entelevest
Florida
$275K
NWA
1295
Northwest Wealth Advisors
Washington
$274K
RAS
1296
RPS Advisory Solutions
Kentucky
$273K
HWM
1297
HBE Wealth Management
Nebraska
$273K
PWS
1298
Proactive Wealth Strategies
Georgia
$272K
FWWM
1299
Fiscal Wisdom Wealth Management
Connecticut
$272K
RWM
1300
Revisor Wealth Management
Ohio
$270K