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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
MFC
1601
Morris Financial Concepts
South Carolina
$4.03K
FDCP
1602
Foster Dykema Cabot & Partners
Massachusetts
$3.84K
FG
1603
Fairman Group
Pennsylvania
$3.64K
CJ
1604
Caitlin John
Michigan
$3.45K
FC
1605
Fairscale Capital
New Hampshire
$3.26K
BIAS
1606
Beacon Investment Advisory Services
New Jersey
$2.94K
JHCP
1607
Jackson Hole Capital Partners
Oklahoma
$2.88K
FPF
1608
First Pacific Financial
Washington
$2.71K
AP
1609
Atwood & Palmer
Missouri
$2.69K
RFA
1610
Register Financial Advisors
Georgia
$2.69K
ETS
1611
ESL Trust Services
New York
$2.49K
TC
1612
Truvestments Capital
Florida
$2.49K
SL
1613
Salomon & Ludwin
Virginia
$2.32K
FA
1614
Fountainhead AM
New Jersey
$2.31K
OC
1615
Oakworth Capital
Alabama
$2.3K
EPAM
1616
Evelyn Partners Asset Management
$2.3K
EWP
1617
Elevation Wealth Partners
California
$2.2K
SFG
1618
Strive Financial Group
Indiana
$2K
EP
1619
Essential Partners
California
$1.92K
JFGIW
1620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92K
CSC
1621
Caldwell Sutter Capital
California
$1.92K
WA
1622
WPG Advisers
Maryland
$1.92K
FRA
1623
Front Row Advisors
California
$1.73K
FP
1624
Financial Perspectives
Minnesota
$1.34K
Barclays
1625
Barclays
United Kingdom
$767