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iShares MSCI USA Quality Factor ETF

1,639 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, 622 increasing their positions, 632 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 78

1.55% more ownership

Funds ownership: 85.48%87.03% (+1.5%)

1% more funds holding

Funds holding: 1,6251,639 (+14)

2% less repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 632

2% less capital invested

Capital invested by funds: $40.9B → $40.2B (-$727M)

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
1,639
Holders Change
+14
Holders Change %
+0.86%
% of All Funds
20.18%
Holding in Top 10
171
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-6.56%
% of All Funds
2.11%
New
125
Increased
622
Reduced
632
Closed
78
Calls
$2.95M
Puts
$40.3M
Net Calls
-$37.3M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1551
Synergy Investment Management
Florida
$22.1K +$23.1K +115 New
CSB
1552
City State Bank
Iowa
$21.9K
AW
1553
Ankerstar Wealth
Texas
$21.3K
FHC
1554
First Horizon Corporation
Tennessee
$21.1K -$16.4K -82 -43%
MCI
1555
MRP Capital Investments
Georgia
$20.9K +$21.8K +109 New
GWS
1556
Greykasell Wealth Strategies
California
$20.4K
NL
1557
NorthAvenue LLC
Ohio
$19.9K +$200 +1 +1%
VWA
1558
Valued Wealth Advisors
Utah
$18.6K
PF
1559
PlanVest Financial
Maryland
$18.2K +$19K +95 New
AIS
1560
Advocate Investing Services
Maryland
$17.8K -$6.21K -31 -25%
LI
1561
LRI Investments
Florida
$17.6K
FMP
1562
Financial Management Professionals
Texas
$17.1K
MWM
1563
Magnolia Wealth Management
Alabama
$16.1K +$16.8K +84 New
WT
1564
Whittier Trust
California
$15.9K
SGFG
1565
Silver Grove Financial Group
New York
$15.3K +$16K +80 New
VNA
1566
Valley National Advisers
Pennsylvania
$15K
HIW
1567
Holos Integrated Wealth
Pennsylvania
$14.9K
MIM
1568
MTM Investment Management
South Carolina
$14.4K -$5.01K -25 -25%
BOJHT
1569
Bank of Jackson Hole Trust
Wyoming
$14.4K
BW
1570
Basepoint Wealth
Iowa
$14.2K +$14.8K +74 New
DSC
1571
Duncker Streett & Co
Missouri
$13.8K
HHCP
1572
Hilton Head Capital Partners
South Carolina
$13.5K -$5.81K -29 -29%
PIS
1573
POM Investment Strategies
North Carolina
$13.4K +$14K +70 New
RL
1574
Rogco LP
Oklahoma
$12.7K
BWM
1575
Benson Wealth Management
Tennessee
$11.9K