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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
NA
1476
Networth Advisors
Pennsylvania
$63.3K
RG
1477
RHL Group
Michigan
$60K
MSFP
1478
Mark Sheptoff Financial Planning
Connecticut
$58.9K
WAG
1479
Windsor Advisory Group
Ohio
$57.9K
ICM
1480
Islay Capital Management
Texas
$57.5K
PFSC
1481
Peoples Financial Services Corp
Pennsylvania
$57.5K
MEG
1482
Millstone Evans Group
Colorado
$56.8K
MMCM
1483
Murphy & Mullick Capital Management
New York
$56.8K
BAM
1484
Bellevue Asset Management
Washington
$54.1K
WETS
1485
Wealth Enhancement Trust Services
South Dakota
$51.8K
FFA
1486
Frazier Financial Advisors
Ohio
$49.3K
DWM
1487
Darwin Wealth Management
Florida
$49.1K
FCAS
1488
First Command Advisory Services
Texas
$48.5K
CAM
1489
Costello Asset Management
Pennsylvania
$48.1K
OAJ
1490
Ogorek Anthony Joseph
New York
$48K
CVM
1491
Cheviot Value Management
California
$47.8K
TWIM
1492
TIAA Wealth Investment Management
New York
$47K
BTD
1493
BankPlus Trust Department
Mississippi
$46.8K
MAM
1494
Morse Asset Management
Connecticut
$46.2K
LWMI
1495
Legacy Wealth Management (Idaho)
Idaho
$45.7K
MWPCG
1496
Measured Wealth Private Client Group
New Hampshire
$44.9K
DJSG
1497
D.J. St. Germain
Massachusetts
$44.1K
NRG
1498
Nemes Rush Group
Michigan
$43.5K
NRWA
1499
North Ridge Wealth Advisors
Oregon
$42.8K
PAI
1500
Pittenger & Anderson Inc
Nebraska
$41.8K