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iShares MSCI USA Quality Factor ETF

1,471 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 646 increasing their positions, 487 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+22
Holders Change %
+1.52%
% of All Funds
19.71%
Holding in Top 10
229
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.29%
% of All Funds
3.07%
New
136
Increased
646
Reduced
487
Closed
82
Calls
$3.27M
Puts
$2.54M
Net Calls
+$731K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
STB
1426
S&T Bank
Pennsylvania
$20.1K
MIM
1427
MTM Investment Management
South Carolina
$18.3K
VWA
1428
Valued Wealth Advisors
Utah
$17.6K -$7.16K -39 -29%
DF
1429
Dunhill Financial
United Kingdom
$17.5K -$185 -1 -1%
PCA
1430
Providence Capital Advisors
North Carolina
$16.5K +$16.5K +90 New
FMP
1431
Financial Management Professionals
Texas
$16.3K
GWS
1432
Greykasell Wealth Strategies
California
$15.9K
PSFG
1433
Park Square Financial Group
Georgia
$15.5K
HIW
1434
Holos Integrated Wealth
Pennsylvania
$14.3K
BIG
1435
Brooklyn Investment Group
New York
$13.7K
QWM
1436
Quaker Wealth Management
New Jersey
$13.7K +$13.7K +75 New
PFBT
1437
Parkside Financial Bank & Trust
Missouri
$13.5K
DSC
1438
Duncker Streett & Co
Missouri
$13.2K
AIC
1439
Archer Investment Corporation
Indiana
$12.1K +$6.06K +33 +100%
RL
1440
Rogco LP
Oklahoma
$12.1K
VNA
1441
Valley National Advisers
Pennsylvania
$12K
RIM
1442
Ryan Investment Management
Colorado
$11.9K +$11.9K +65 New
YDMI
1443
Y.D. More Investments
Israel
$11.6K +$5.8K +32 +100%
FCG
1444
Financial Connections Group
California
$11K +$11K +65 New
SFSG
1445
Sound Financial Strategies Group
Mississippi
$10.1K +$6.58K +36 +189%
VCM
1446
Versant Capital Management
Arizona
$9.87K
PWM
1447
Parkworth Wealth Management
California
$9.51K
MS
1448
Marshall & Sullivan
Washington
$9.32K +$9.32K +51 New
AEPWM
1449
Atlantic Edge Private Wealth Management
Florida
$9.14K -$1.65K -9 -15%
MSG
1450
Main Street Group
Virginia
$9.14K +$9.14K +50 New