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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
SGK
1401
Steigerwald Gordon & Koch
Virginia
$182K
HBW
1402
Hazlett, Burt & Watson
West Virginia
$182K
HR
1403
Howe & Rusling
New York
$182K
AF
1404
Abound Financial
California
$177K
FDW
1405
Fourth Dimension Wealth
Ohio
$174K
HFS
1406
Hantz Financial Services
Michigan
$171K
NS
1407
NBC Securities
Alabama
$170K
GTAM
1408
Global Trust Asset Management
Florida
$169K
CW
1409
Curio Wealth
Maryland
$168K
AGWCA
1410
Annis Gardner Whiting Capital Advisors
Florida
$167K
CWP
1411
Clark Wealth Partners
Illinois
$163K
PUI
1412
Purpose Unlimited Inc
$162K
CB
1413
CNB Bank
Pennsylvania
$162K
UCB
1414
United Community Bank
South Carolina
$161K
HPC
1415
HM Payson & Co
Maine
$159K
SAP
1416
Strategic Advisory Partners
North Carolina
$156K
CT
1417
Clearstead Trust
Maine
$156K
CT
1418
Caldwell Trust
Florida
$154K
AIM
1419
Acropolis Investment Management
Missouri
$153K
TF
1420
Tompkins Financial
New York
$151K
MB
1421
MidFirst Bank
Oklahoma
$145K
OA
1422
Operose Advisors
Wisconsin
$144K
PB
1423
Pinnacle Bancorp
Nebraska
$143K
HPBT
1424
Hickory Point Bank & Trust
Illinois
$141K
MCP
1425
Miller Capital Partners
Michigan
$136K