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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
CICI
1426
Capital Investment Counsel Inc
North Carolina
$130K
AAG
1427
Armstrong Advisory Group
Massachusetts
$129K
BL
1428
BFSG LLC
California
$127K
MWA
1429
Medallion Wealth Advisors
Connecticut
$125K
VWA
1430
VSM Wealth Advisory
Maryland
$122K
MIFH
1431
Migdal Insurance & Financial Holdings
Israel
$122K
NWM
1432
Navigoe Wealth Management
California
$121K
Q1WB
1433
Quest 10 Wealth Builders
Virginia
$119K
BT
1434
Banque Transatlantique
France
$118K
AUB
1435
Atlantic Union Bankshares
Virginia
$115K
SIA
1436
Strategic Investment Advisors
Michigan
$114K
USB
1437
Union Savings Bank
Connecticut
$112K
PB
1438
Prosperity Bancshares
Texas
$110K
SIC
1439
SJS Investment Consulting
Ohio
$110K
CT
1440
Colonial Trust
South Carolina
$109K
B
1441
Bayban
Minnesota
$109K
BCM
1442
Basso Capital Management
Connecticut
$109K
BF
1443
BOK Financial
Oklahoma
$108K
RDFA
1444
Ritter Daniher Financial Advisory
Ohio
$105K
BHWM
1445
Beaird Harris Wealth Management
Texas
$104K
LBC
1446
Lowe Brockenbrough & Co
Virginia
$104K
AT
1447
Arlington Trust
Alabama
$104K
WA
1448
Walsh & Associates
Florida
$104K
AG
1449
AmeriFlex Group
Nevada
$102K
SRCM
1450
Signature Resources Capital Management
California
$98.6K