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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
PIS
1551
POM Investment Strategies
North Carolina
$13.4K
RL
1552
Rogco LP
Oklahoma
$12.7K
BWM
1553
Benson Wealth Management
Tennessee
$11.9K
TWM
1554
TopTier Wealth Management
Wisconsin
$11.5K
SWIM
1555
Smallwood Wealth Investment Management
New Jersey
$11.5K
RP
1556
Rice Partnership
Hawaii
$11.1K
GCP
1557
Gill Capital Partners
Colorado
$11.1K
CFO
1558
Cambient Family Office
Michigan
$10.9K
VCM
1559
Versant Capital Management
Arizona
$10.4K
IWP
1560
IAG Wealth Partners
Wisconsin
$9.78K
AEPWM
1561
Atlantic Edge Private Wealth Management
Florida
$9.59K
MSG
1562
Main Street Group
Virginia
$9.59K
DWM
1563
Dogwood Wealth Management
Kansas
$9.59K
GWM
1564
Grand Wealth Management
Michigan
$9.21K
OHWP
1565
Oak Harbor Wealth Partners
North Carolina
$9.21K
WBC
1566
West Branch Capital
Massachusetts
$9.21K
HWM
1567
HighMark Wealth Management
Minnesota
$8.91K
TLA
1568
Tanglewood Legacy Advisors
Texas
$7.86K
CPBTD
1569
Central Pacific Bank - Trust Division
Hawaii
$7.86K
PAM
1570
Parvin Asset Management
South Dakota
$7.86K
RPA
1571
Redwood Park Advisors
California
$7.67K
UFPG
1572
United Financial Planning Group
New York
$7.67K
PWS
1573
Pursuit Wealth Strategies
North Carolina
$7.67K
AIC
1574
Archer Investment Corporation
Indiana
$7.34K
NEWAS
1575
N.E.W. Advisory Services
Wisconsin
$7.1K