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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
AW
1326
Apricus Wealth
South Carolina
$241K
AV
1327
Aspiring Ventures
Ohio
$238K
LG
1328
Leuthold Group
Minnesota
$238K
AWM
1329
Accurate Wealth Management
Florida
$238K
HH
1330
Hilltop Holdings
Texas
$237K
MCM
1331
Maple Capital Management
Vermont
$237K
MAG
1332
M3 Advisory Group
Massachusetts
$237K
SYBT
1333
Stock Yards Bank & Trust
Kentucky
$236K
SWM
1334
SHP Wealth Management
Massachusetts
$236K
CNB
1335
Camden National Bank
Maine
$236K
PWS
1336
Precision Wealth Strategies
Missouri
$236K
EWM
1337
Evermay Wealth Management
Virginia
$235K
ESB
1338
Essex Savings Bank
Connecticut
$234K
CTC
1339
Central Trust Company
Missouri
$234K
EWA
1340
Emergent Wealth Advisors
New York
$233K
AFA
1341
AA Financial Advisors
Ohio
$233K
CA
1342
Centennial Advisors
Texas
$232K
NEPWA
1343
New England Private Wealth Advisors
Massachusetts
$230K
WSCM
1344
Wellington Shields Capital Management
New York
$230K
APW
1345
Axim Planning & Wealth
Ohio
$229K
ITB
1346
Idaho Trust Bank
Idaho
$229K
MHR
1347
Matthew Hamilton Rosenberg
$228K
TWP
1348
TFO Wealth Partners
Ohio
$228K
NWM
1349
Northwest Wealth Management
Iowa
$226K
PWAM
1350
Private Wealth Asset Management
Iowa
$226K