QUAL icon

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
PWM
1526
Peterson Wealth Management
Nevada
$23.3K
DF
1527
DecisionPoint Financial
Arizona
$22.6K
DRP
1528
Decker Retirement Planning
Utah
$22.3K
SIM
1529
Synergy Investment Management
Florida
$22.1K
CSB
1530
City State Bank
Iowa
$21.9K
AW
1531
Ankerstar Wealth
Texas
$21.3K
FHC
1532
First Horizon Corporation
Tennessee
$21.1K
MCI
1533
MRP Capital Investments
Georgia
$20.9K
GWS
1534
Greykasell Wealth Strategies
California
$20.4K
NL
1535
NorthAvenue LLC
Ohio
$19.9K
VWA
1536
Valued Wealth Advisors
Utah
$18.6K
PF
1537
PlanVest Financial
Maryland
$18.2K
AIS
1538
Advocate Investing Services
Maryland
$17.8K
LI
1539
LRI Investments
Florida
$17.6K
FMP
1540
Financial Management Professionals
Texas
$17.1K
MWM
1541
Magnolia Wealth Management
Alabama
$16.1K
WT
1542
Whittier Trust
California
$15.9K
SGFG
1543
Silver Grove Financial Group
New York
$15.3K
VNA
1544
Valley National Advisers
Pennsylvania
$15K
HIW
1545
Holos Integrated Wealth
Pennsylvania
$14.9K
MIM
1546
MTM Investment Management
South Carolina
$14.4K
BOJHT
1547
Bank of Jackson Hole Trust
Wyoming
$14.4K
BW
1548
Basepoint Wealth
Iowa
$14.2K
DSC
1549
Duncker Streett & Co
Missouri
$13.8K
HHCP
1550
Hilton Head Capital Partners
South Carolina
$13.5K