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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
AFWM
1451
Abich Financial Wealth Management
Virginia
$6.22K
YDMI
1452
Y.D. More Investments
Israel
$6.16K
STB
1453
S&T Bank
Pennsylvania
$6.03K
FNWA
1454
Financial Network Wealth Advisors
Utah
$4.86K
AF
1455
Alerus Financial
North Dakota
$4.67K
LCM
1456
Logan Capital Management
Pennsylvania
$4.47K
PMIM
1457
Prudent Man Investment Management
Colorado
$4.27K
BWM
1458
Bernard Wealth Management
Michigan
$4.15K
MFC
1459
Morris Financial Concepts
South Carolina
$4.08K
CCC
1460
Chelsea Counsel Company
California
$4.08K
TRCT
1461
Tower Research Capital (TRC)
New York
$4.08K
FG
1462
Fairman Group
Pennsylvania
$3.7K
CJ
1463
Caitlin John
Michigan
$3.5K
MAM
1464
MMA Asset Management
Pennsylvania
$3.39K
OC
1465
Oakworth Capital
Alabama
$3.11K
JHCP
1466
Jackson Hole Capital Partners
Oklahoma
$2.92K
FPF
1467
First Pacific Financial
Washington
$2.73K
SL
1468
Salomon & Ludwin
Virginia
$2.36K
EPAM
1469
Evelyn Partners Asset Management
$2.33K
EWP
1470
Elevation Wealth Partners
California
$2.22K
ITIM
1471
Indiana Trust & Investment Management
Indiana
$2.14K
WA
1472
WPG Advisers
Maryland
$1.95K
FRA
1473
Front Row Advisors
California
$1.75K
PWA
1474
Provenance Wealth Advisors
Florida
$1.75K
FP
1475
Financial Perspectives
Minnesota
$1.36K