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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
WBC
1576
West Branch Capital
Massachusetts
$9.21K
HWM
1577
HighMark Wealth Management
Minnesota
$8.91K
PAM
1578
Parvin Asset Management
South Dakota
$7.86K
CPBTD
1579
Central Pacific Bank - Trust Division
Hawaii
$7.86K
TLA
1580
Tanglewood Legacy Advisors
Texas
$7.86K
RPA
1581
Redwood Park Advisors
California
$7.67K
PWS
1582
Pursuit Wealth Strategies
North Carolina
$7.67K
UFPG
1583
United Financial Planning Group
New York
$7.67K
AIC
1584
Archer Investment Corporation
Indiana
$7.34K
NEWAS
1585
N.E.W. Advisory Services
Wisconsin
$7.1K
FFL
1586
Financial Freedom LLC
Ohio
$6.96K
WOSD
1587
WFA of San Diego
California
$6.52K
GWM
1588
Gilpin Wealth Management
Colorado
$6.33K
ACM
1589
Accent Capital Management
Ohio
$6.33K
STB
1590
S&T Bank
Pennsylvania
$5.95K
YDMI
1591
Y.D. More Investments
Israel
$5.89K
BLC
1592
Brown, Lisle/Cummings
Rhode Island
$5.56K
WAG
1593
Wilkerson Advisory Group
Missouri
$5.56K
MWC
1594
MBM Wealth Consultants
Missouri
$5.37K
FCG
1595
Financial Connections Group
California
$5K
PMIM
1596
Prudent Man Investment Management
Colorado
$4.77K
AF
1597
Alerus Financial
North Dakota
$4.22K
CCC
1598
Chelsea Counsel Company
California
$4.17K
BWM
1599
Bernard Wealth Management
Michigan
$4.11K
TAM
1600
Townsend Asset Management
North Carolina
$4.06K