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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
SWP
1301
Strategic Wealth Partners
Ohio
$257K
RIM
1302
Rockbridge Investment Management
New York
$255K
VC
1303
Veracity Capital
Georgia
$255K
AWP
1304
Ascent Wealth Partners
New York
$255K
RZH
1305
Relyea Zuckerberg Hanson
Connecticut
$253K
CAAS
1306
Capital Asset Advisory Services
Michigan
$253K
TCM
1307
Traynor Capital Management
Pennsylvania
$250K
AFGAS
1308
Allegiance Financial Group Advisory Services
Virginia
$250K
VNT
1309
Vanguard National Trust
Pennsylvania
$250K
AWM
1310
Atticus Wealth Management
Florida
$249K
CG
1311
Corundum Group
Colorado
$249K
IWS
1312
Integrity Wealth Solutions
Colorado
$249K
FIM
1313
FWL Investment Management
Texas
$248K
BCM
1314
Becker Capital Management
Oregon
$247K
SWMG
1315
Sanchez Wealth Management Group
Florida
$247K
CL
1316
CVFG LLC
Indiana
$246K
EI
1317
Ethic Inc
New York
$246K
OWM
1318
Opes Wealth Management
California
$245K
CWS
1319
Confluence Wealth Services
Pennsylvania
$244K
ICP
1320
Ironvine Capital Partners
Nebraska
$243K
HT
1321
Headlands Technologies
Illinois
$243K
CPW
1322
Cove Private Wealth
New York
$243K
VP
1323
Verum Partners
North Carolina
$242K
BAG
1324
Bridgewealth Advisory Group
California
$242K
RIL
1325
Rothschild Investment LLC
Illinois
$241K