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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
TWM
1576
TopTier Wealth Management
Wisconsin
$11.5K +$12K +60 New
SWIM
1577
Smallwood Wealth Investment Management
New Jersey
$11.5K
RP
1578
Rice Partnership
Hawaii
$11.1K
GCP
1579
Gill Capital Partners
Colorado
$11.1K +$11.6K +58 New
CFO
1580
Cambient Family Office
Michigan
$10.9K
VCM
1581
Versant Capital Management
Arizona
$10.4K
IWP
1582
IAG Wealth Partners
Wisconsin
$9.78K
AEPWM
1583
Atlantic Edge Private Wealth Management
Florida
$9.59K
MSG
1584
Main Street Group
Virginia
$9.59K +$10K +50 New
DWM
1585
Dogwood Wealth Management
Kansas
$9.59K
GWM
1586
Grand Wealth Management
Michigan
$9.21K -$802 -4 -8%
OHWP
1587
Oak Harbor Wealth Partners
North Carolina
$9.21K
WBC
1588
West Branch Capital
Massachusetts
$9.21K +$9.62K +48 New
HWM
1589
HighMark Wealth Management
Minnesota
$8.91K
CPBTD
1590
Central Pacific Bank - Trust Division
Hawaii
$7.86K
PAM
1591
Parvin Asset Management
South Dakota
$7.86K
TLA
1592
Tanglewood Legacy Advisors
Texas
$7.86K
RPA
1593
Redwood Park Advisors
California
$7.67K
PWS
1594
Pursuit Wealth Strategies
North Carolina
$7.67K
UFPG
1595
United Financial Planning Group
New York
$7.67K
AIC
1596
Archer Investment Corporation
Indiana
$7.34K -$2.81K -14 -27%
NEWAS
1597
N.E.W. Advisory Services
Wisconsin
$7.1K +$7.42K +37 New
FFL
1598
Financial Freedom LLC
Ohio
$6.96K +$7.22K +36 New
WOSD
1599
WFA of San Diego
California
$6.52K
GWM
1600
Gilpin Wealth Management
Colorado
$6.33K -$802 -4 -11%