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iShares MSCI USA Quality Factor ETF

1,626 hedge funds and large institutions have $40B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 617 increasing their positions, 628 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $40.9B → $40B (-$894M)

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
1,626
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
MWM
1551
Magnolia Wealth Management
Alabama
$16.1K
WT
1552
Whittier Trust
California
$15.9K
SGFG
1553
Silver Grove Financial Group
New York
$15.3K
VNA
1554
Valley National Advisers
Pennsylvania
$15K
HIW
1555
Holos Integrated Wealth
Pennsylvania
$14.9K
MIM
1556
MTM Investment Management
South Carolina
$14.4K
BOJHT
1557
Bank of Jackson Hole Trust
Wyoming
$14.4K
BW
1558
Basepoint Wealth
Iowa
$14.2K
DSC
1559
Duncker Streett & Co
Missouri
$13.8K
HHCP
1560
Hilton Head Capital Partners
South Carolina
$13.5K
PIS
1561
POM Investment Strategies
North Carolina
$13.4K
RL
1562
Rogco LP
Oklahoma
$12.7K
BWM
1563
Benson Wealth Management
Tennessee
$11.9K
TWM
1564
TopTier Wealth Management
Wisconsin
$11.5K
SWIM
1565
Smallwood Wealth Investment Management
New Jersey
$11.5K
RP
1566
Rice Partnership
Hawaii
$11.1K
GCP
1567
Gill Capital Partners
Colorado
$11.1K
CFO
1568
Cambient Family Office
Michigan
$10.9K
VCM
1569
Versant Capital Management
Arizona
$10.4K
IWP
1570
IAG Wealth Partners
Wisconsin
$9.78K
AEPWM
1571
Atlantic Edge Private Wealth Management
Florida
$9.59K
MSG
1572
Main Street Group
Virginia
$9.59K
DWM
1573
Dogwood Wealth Management
Kansas
$9.59K
GWM
1574
Grand Wealth Management
Michigan
$9.21K
OHWP
1575
Oak Harbor Wealth Partners
North Carolina
$9.21K