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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
MIA
1301
MeadowBrook Investment Advisors
Michigan
$198K
RFG
1302
REAP Financial Group
Texas
$198K
WPWM
1303
Western Pacific Wealth Management
Illinois
$195K
MIA
1304
Milestone Investment Advisors
Wisconsin
$195K
PGAM
1305
Princeton Global Asset Management
New Jersey
$192K
IUHSA
1306
Itau Unibanco Holding S.A.
Brazil
$191K
HBW
1307
Hazlett, Burt & Watson
West Virginia
$188K
M
1308
MOTCO
Texas
$187K
CW
1309
Curio Wealth
Maryland
$186K
SGK
1310
Steigerwald Gordon & Koch
Virginia
$185K
FDW
1311
Fourth Dimension Wealth
Ohio
$179K
HHGA
1312
Halbert Hargrove Global Advisors
California
$176K
GWSG
1313
GPS Wealth Strategies Group
Colorado
$171K
AGWCA
1314
Annis Gardner Whiting Capital Advisors
Florida
$169K
BF
1315
BOK Financial
Oklahoma
$168K
UCB
1316
United Community Bank
South Carolina
$166K
CB
1317
CNB Bank
Pennsylvania
$164K
Q1WB
1318
Quest 10 Wealth Builders
Virginia
$162K
HPC
1319
HM Payson & Co
Maine
$161K
CTC
1320
Central Trust Company
Missouri
$159K
CT
1321
Caldwell Trust
Florida
$157K
NS
1322
NBC Securities
Alabama
$154K
FDCP
1323
Foster Dykema Cabot & Partners
Massachusetts
$153K
T
1324
Tidemark
California
$148K
PB
1325
Pinnacle Bancorp
Nebraska
$145K