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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
CWM
1351
Core Wealth Management
Florida
$226K
KFP
1352
KMG Fiduciary Partners
Ohio
$226K
CFAM
1353
Center For Asset Management
Florida
$226K
AWM
1354
Able Wealth Management
New Jersey
$225K
MHC
1355
May Hill Capital
Massachusetts
$224K
BTWM
1356
Baker Tilly Wealth Management
Wisconsin
$223K
CI
1357
CX Institutional
Indiana
$222K
HWM
1358
Horizon Wealth Management
Illinois
$221K
CAN
1359
Capital Advisor Network
Indiana
$221K
Fayez Sarofim & Co
1360
Fayez Sarofim & Co
Texas
$220K
W
1361
Wealthquest
Ohio
$220K
HTHT
1362
Hemenway Trust Hemenway Trust
New Hampshire
$220K
MWM
1363
Mascoma Wealth Management
New Hampshire
$219K
AWM
1364
Ariadne Wealth Management
California
$218K
TFG
1365
Team Financial Group
California
$217K
TPWM
1366
Torrey-Payne Wealth Management
California
$216K
CA
1367
Calton & Associates
Florida
$216K
AA
1368
ArborFi Advisors
Michigan
$214K
Luther King Capital Management (LKCM)
1369
Luther King Capital Management (LKCM)
Texas
$213K
OWA
1370
Opal Wealth Advisors
New York
$213K
PMG
1371
ProVise Management Group
Florida
$213K
IA
1372
IFC Advisors
California
$211K
MG
1373
Marex Group
$211K
SC
1374
Syon Capital
California
$211K
VIPI
1375
Vista Investment Partners II
Indiana
$209K