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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
SP
126
Symmetry Partners
Connecticut
$31.7M
Truist Financial
127
Truist Financial
North Carolina
$31.5M
CW
128
CreativeOne Wealth
Kansas
$31.4M
VAS
129
Vestmark Advisory Solutions
Massachusetts
$31M
AWAG
130
ARS Wealth Advisors Group
Florida
$30.7M
CSWG
131
Cardinal Strategic Wealth Guidance
Kentucky
$29.9M
FM
132
Family Management
New York
$29.8M
LWA
133
Lineweaver Wealth Advisors
Ohio
$29.5M
DWM
134
Dynasty Wealth Management
Florida
$29.4M
CA
135
Cambridge Associates
Massachusetts
$29.4M
CF
136
Centaurus Financial
California
$29M
BWA
137
Boulder Wealth Advisors
Colorado
$28.9M
ACA
138
Aptus Capital Advisors
Alabama
$28.6M
PFPG
139
Pinnacle Financial Partners (Georgia)
Georgia
$28.4M
AC
140
Annandale Capital
Texas
$28.3M
HCA
141
Heck Capital Advisors
Wisconsin
$28.2M
PA
142
Parallel Advisors
California
$28M
PCA
143
Prosperity Capital Advisors
Ohio
$27.5M
BMCM
144
Bryn Mawr Capital Management
Pennsylvania
$27.4M
LWM
145
Liberty Wealth Management
California
$26.9M
BFPW
146
BOK Financial Private Wealth
Colorado
$26.8M
BCA
147
Bitterroot Capital Advisors
Montana
$26.8M
SWP
148
Stratos Wealth Partners
Ohio
$26.5M
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$26.5M
SB
150
Strategic Blueprint
Georgia
$26.4M