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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
LHP
1401
Lexington Hill Partners
Texas
$202K
CWM
1402
Collaborative Wealth Management
Florida
$202K
AWP
1403
Astra Wealth Partners
New Jersey
$201K
PAM
1404
Pacific Asset Management
Washington
$201K
BWP
1405
Baldwin Wealth Partners
Massachusetts
$200K
PL
1406
Protective Life
Alabama
$200K
MIA
1407
MeadowBrook Investment Advisors
Michigan
$195K
PGAM
1408
Princeton Global Asset Management
New Jersey
$194K
OCM
1409
Orion Capital Management
California
$192K
HHGA
1410
Halbert Hargrove Global Advisors
California
$192K
MIA
1411
Milestone Investment Advisors
Wisconsin
$192K
WPWM
1412
Western Pacific Wealth Management
Illinois
$192K
CFO
1413
CVA Family Office
Colorado
$191K
EWM
1414
EPG Wealth Management
Georgia
$186K
M
1415
MOTCO
Texas
$184K
GFA
1416
Godfrey Financial Associates
New York
$184K
SGK
1417
Steigerwald Gordon & Koch
Virginia
$182K
HBW
1418
Hazlett, Burt & Watson
West Virginia
$182K
HR
1419
Howe & Rusling
New York
$182K
AF
1420
Abound Financial
California
$177K
FDW
1421
Fourth Dimension Wealth
Ohio
$174K
HFS
1422
Hantz Financial Services
Michigan
$171K
NS
1423
NBC Securities
Alabama
$170K
GTAM
1424
Global Trust Asset Management
Florida
$169K
CW
1425
Curio Wealth
Maryland
$168K