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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
BW
1301
BIP Wealth
Georgia
$269K
WCM
1302
WealthBridge Capital Management
Ohio
$268K
BHPW
1303
Beverly Hills Private Wealth
California
$267K
PWP
1304
Prasad Wealth Partners
Ohio
$266K
MWP
1305
Madison Wealth Partners
Wisconsin
$265K
MPW
1306
Magnolia Private Wealth
Pennsylvania
$265K
SIAS
1307
Summit Investment Advisory Services
Minnesota
$264K
Members Trust
1308
Members Trust
Florida
$264K
MA
1309
MBA Advisors
Pennsylvania
$263K
CFS
1310
Cannon Financial Strategists
Georgia
$262K
RBC
1311
Roble Belko & Company
Pennsylvania
$262K
PFA
1312
Providence Financial Advisors
Kansas
$260K
GC
1313
Garde Capital
Washington
$259K
LAMC
1314
Longview Asset Management (California)
California
$258K
TIA
1315
Traphagen Investment Advisors
New Jersey
$258K
PMFA
1316
Plante Moran Financial Advisors
Michigan
$258K
SWP
1317
Strategic Wealth Partners
Ohio
$257K
RIM
1318
Rockbridge Investment Management
New York
$255K
VC
1319
Veracity Capital
Georgia
$255K
AWP
1320
Ascent Wealth Partners
New York
$255K
RZH
1321
Relyea Zuckerberg Hanson
Connecticut
$253K
CAAS
1322
Capital Asset Advisory Services
Michigan
$253K
TCM
1323
Traynor Capital Management
Pennsylvania
$250K
AFGAS
1324
Allegiance Financial Group Advisory Services
Virginia
$250K
VNT
1325
Vanguard National Trust
Pennsylvania
$250K