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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1401
Copia Wealth Management
Oregon
$31.1K
KFP
1402
Keener Financial Planning
Texas
$31K
RF
1403
Roxbury Financial
New Jersey
$30.5K
MA
1404
MCF Advisors
Kentucky
$30.3K
GCM
1405
Gables Capital Management
Florida
$30K
BC
1406
Barrett & Company
Rhode Island
$29.2K
OSNBOA
1407
Old Second National Bank of Aurora
Illinois
$29.2K
FLP
1408
Financial Life Planners
Arizona
$27.9K
LI
1409
LRI Investments
Florida
$27.6K
TSMHT
1410
Thurston Springer Miller Herd & Titak
Indiana
$27.2K
GKIM
1411
GW&K Investment Management
Massachusetts
$25K
HFS
1412
Hantz Financial Services
Michigan
$25K
FMB
1413
Field & Main Bank
Kentucky
$23.9K
CAM
1414
Chesapeake Asset Management
New York
$23.9K
DFA
1415
DHJJ Financial Advisors
Illinois
$23.5K
NRG
1416
Nemes Rush Group
Michigan
$23.3K
SC
1417
Sawyer & Company
Massachusetts
$23K
RP
1418
Rice Partnership
Hawaii
$22.8K
CSB
1419
City State Bank
Iowa
$22.2K
TC
1420
Truvestments Capital
Florida
$21.6K
GWS
1421
Greykasell Wealth Strategies
California
$20.6K
GA
1422
Guerra Advisors
Florida
$19.5K
MIM
1423
MTM Investment Management
South Carolina
$19.4K
GA
1424
GoalVest Advisory
New York
$19.3K
VWA
1425
Valued Wealth Advisors
Utah
$18.8K