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iShares MSCI USA Quality Factor ETF

1,471 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 646 increasing their positions, 487 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+22
Holders Change %
+1.52%
% of All Funds
19.71%
Holding in Top 10
229
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.29%
% of All Funds
3.07%
New
136
Increased
646
Reduced
487
Closed
82
Calls
$3.27M
Puts
$2.54M
Net Calls
+$731K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
1326
Park Place Capital
Alabama
$117K -$11.2K -61 -9%
CPG
1327
Cornerstone Planning Group
New Jersey
$117K -$79K -430 -40%
LBC
1328
Lowe Brockenbrough & Co
Virginia
$116K +$116K +635 New
NWM
1329
Navigoe Wealth Management
California
$115K
NEWAS
1330
N.E.W. Advisory Services
Wisconsin
$114K +$183 +1 +0.2%
HHGA
1331
Halbert Hargrove Global Advisors
California
$113K
S
1332
SignatureFD
Georgia
$113K -$14.1K -77 -11%
RWM
1333
RMG Wealth Management
Wisconsin
$113K +$113K +612 New
ACA
1334
American Capital Advisory
Idaho
$109K -$55.4K -303 -34%
USB
1335
Union Savings Bank
Connecticut
$107K
FWA
1336
Flagship Wealth Advisors
Massachusetts
$106K
CT
1337
Colonial Trust
South Carolina
$104K -$24.1K -132 -19%
MWM
1338
Mascoma Wealth Management
New Hampshire
$104K -$80.5K -440 -44%
SCA
1339
Stuart Chaussee & Associates
California
$104K
NC
1340
North Capital
Utah
$103K -$7.12K -39 -6%
VWA
1341
VSM Wealth Advisory
Maryland
$102K
Barclays
1342
Barclays
United Kingdom
$98K +$82.5K +451 +531%
BHWM
1343
Beaird Harris Wealth Management
Texas
$95.8K
AWM
1344
AllSquare Wealth Management
New York
$91.6K -$10.1K -55 -10%
RIA
1345
Realta Investment Advisors
Delaware
$91.4K
JFA
1346
JNBA Financial Advisors
Minnesota
$91.2K -$6.76K -37 -7%
VWM
1347
Vermillion Wealth Management
Minnesota
$90.6K -$6.76K -37 -7%
BPAMU
1348
BTG Pactual Asset Management US
New York
$89.9K +$17.9K +98 +25%
SRCM
1349
Signature Resources Capital Management
California
$86.3K +$2.56K +14 +3%
HWM
1350
Hemington Wealth Management
Virginia
$80K