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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
HCP
126
Holt Capital Partners
Texas
$32.3M
IWA
127
Icon Wealth Advisors
Texas
$32M
SP
128
Symmetry Partners
Connecticut
$31.7M
Truist Financial
129
Truist Financial
North Carolina
$31.5M
CW
130
CreativeOne Wealth
Kansas
$31.4M
VAS
131
Vestmark Advisory Solutions
Massachusetts
$31M
AWAG
132
ARS Wealth Advisors Group
Florida
$30.7M
CSWG
133
Cardinal Strategic Wealth Guidance
Kentucky
$29.9M
FM
134
Family Management
New York
$29.8M
LWA
135
Lineweaver Wealth Advisors
Ohio
$29.5M
DWM
136
Dynasty Wealth Management
Florida
$29.4M
CA
137
Cambridge Associates
Massachusetts
$29.4M
CF
138
Centaurus Financial
California
$29M
BWA
139
Boulder Wealth Advisors
Colorado
$28.9M
ACA
140
Aptus Capital Advisors
Alabama
$28.6M
PFPG
141
Pinnacle Financial Partners (Georgia)
Georgia
$28.4M
AC
142
Annandale Capital
Texas
$28.3M
HCA
143
Heck Capital Advisors
Wisconsin
$28.2M
PA
144
Parallel Advisors
California
$28M
PCA
145
Prosperity Capital Advisors
Ohio
$27.5M
BMCM
146
Bryn Mawr Capital Management
Pennsylvania
$27.4M
LWM
147
Liberty Wealth Management
California
$26.9M
BFPW
148
BOK Financial Private Wealth
Colorado
$26.8M
BCA
149
Bitterroot Capital Advisors
Montana
$26.8M
SWP
150
Stratos Wealth Partners
Ohio
$26.5M