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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
ECA
1376
Elevate Capital Advisors
Colorado
$209K
BNMT
1377
Bawa N Mallick Trust
New York
$209K
CMI
1378
Clare Market Investments
Texas
$207K
RA
1379
Rubicon Advisors
California
$206K
C
1380
Certuity
Florida
$206K
EWP
1381
Evergreen Wealth Partners
Montana
$204K
CNBOF
1382
City National Bank of Florida
Florida
$204K
FA
1383
FSA Advisors
Michigan
$204K
GI
1384
Gradient Investments
Minnesota
$204K
LHP
1385
Lexington Hill Partners
Texas
$202K
CWM
1386
Collaborative Wealth Management
Florida
$202K
AWP
1387
Astra Wealth Partners
New Jersey
$201K
PAM
1388
Pacific Asset Management
Washington
$201K
BWP
1389
Baldwin Wealth Partners
Massachusetts
$200K
PL
1390
Protective Life
Alabama
$200K
MIA
1391
MeadowBrook Investment Advisors
Michigan
$195K
PGAM
1392
Princeton Global Asset Management
New Jersey
$194K
OCM
1393
Orion Capital Management
California
$192K
HHGA
1394
Halbert Hargrove Global Advisors
California
$192K
WPWM
1395
Western Pacific Wealth Management
Illinois
$192K
MIA
1396
Milestone Investment Advisors
Wisconsin
$192K
CFO
1397
CVA Family Office
Colorado
$191K
EWM
1398
EPG Wealth Management
Georgia
$186K
M
1399
MOTCO
Texas
$184K
GFA
1400
Godfrey Financial Associates
New York
$184K