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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
ACM
1601
Accent Capital Management
Ohio
$6.33K +$6.61K +33 New
STB
1602
S&T Bank
Pennsylvania
$5.95K
YDMI
1603
Y.D. More Investments
Israel
$5.89K
BLC
1604
Brown, Lisle/Cummings
Rhode Island
$5.56K +$5.81K +29 New
WAG
1605
Wilkerson Advisory Group
Missouri
$5.56K +$5.81K +29 New
MWC
1606
MBM Wealth Consultants
Missouri
$5.37K +$5.61K +28 New
FCG
1607
Financial Connections Group
California
$5K +$6.21K +31 New
PMIM
1608
Prudent Man Investment Management
Colorado
$4.77K
AF
1609
Alerus Financial
North Dakota
$4.22K -$401 -2 -8%
BWM
1610
Bernard Wealth Management
Michigan
$4.11K
TAM
1611
Townsend Asset Management
North Carolina
$4.06K
CCC
1612
Chelsea Counsel Company
California
$4.03K
MFC
1613
Morris Financial Concepts
South Carolina
$4.03K
FDCP
1614
Foster Dykema Cabot & Partners
Massachusetts
$3.84K -$41.9K -209 -91%
FG
1615
Fairman Group
Pennsylvania
$3.64K
CJ
1616
Caitlin John
Michigan
$3.45K
FC
1617
Fairscale Capital
New Hampshire
$3.26K
BIAS
1618
Beacon Investment Advisory Services
New Jersey
$2.94K +$3.01K +15 New
JHCP
1619
Jackson Hole Capital Partners
Oklahoma
$2.88K
FPF
1620
First Pacific Financial
Washington
$2.71K
RF
1621
Robinswood Financial
Washington
$2.69K +$2.81K +14 New
AP
1622
Atwood & Palmer
Missouri
$2.69K
RFA
1623
Register Financial Advisors
Georgia
$2.69K
ETS
1624
ESL Trust Services
New York
$2.49K
TC
1625
Truvestments Capital
Florida
$2.49K +$2.61K +13 New