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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
Fayez Sarofim & Co
1376
Fayez Sarofim & Co
Texas
$220K
HTHT
1377
Hemenway Trust Hemenway Trust
New Hampshire
$220K
MWM
1378
Mascoma Wealth Management
New Hampshire
$219K
AWM
1379
Ariadne Wealth Management
California
$218K
TFG
1380
Team Financial Group
California
$217K
TPWM
1381
Torrey-Payne Wealth Management
California
$216K
CA
1382
Calton & Associates
Florida
$216K
AA
1383
ArborFi Advisors
Michigan
$214K
Luther King Capital Management (LKCM)
1384
Luther King Capital Management (LKCM)
Texas
$213K
OWA
1385
Opal Wealth Advisors
New York
$213K
PMG
1386
ProVise Management Group
Florida
$213K
W
1387
Wealthquest
Ohio
$212K
IA
1388
IFC Advisors
California
$211K
MG
1389
Marex Group
$211K
SC
1390
Syon Capital
California
$211K
VIPI
1391
Vista Investment Partners II
Indiana
$209K
ECA
1392
Elevate Capital Advisors
Colorado
$209K
BNMT
1393
Bawa N Mallick Trust
New York
$209K
CMI
1394
Clare Market Investments
Texas
$207K
RA
1395
Rubicon Advisors
California
$206K
C
1396
Certuity
Florida
$206K
EWP
1397
Evergreen Wealth Partners
Montana
$204K
CNBOF
1398
City National Bank of Florida
Florida
$204K
FA
1399
FSA Advisors
Michigan
$204K
GI
1400
Gradient Investments
Minnesota
$204K