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iShares MSCI USA Quality Factor ETF

1,648 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 126 funds opening new positions, 626 increasing their positions, 634 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 77

1.58% more ownership

Funds ownership: 85.51%87.09% (+1.6%)

1% more funds holding

Funds holding: 1,6281,648 (+20)

1% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 634

2% less capital invested

Capital invested by funds: $40.9B → $40.2B (-$713M)

6% less funds holding in top 10

Funds holding in top 10: 184173 (-11)

93% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $40.3M

Holders
1,648
Holders Change
+20
Holders Change %
+1.23%
% of All Funds
20.17%
Holding in Top 10
173
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.98%
% of All Funds
2.12%
New
126
Increased
626
Reduced
634
Closed
77
Calls
$2.95M
Puts
$40.3M
Net Calls
-$37.3M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
1601
Tanglewood Legacy Advisors
Texas
$7.86K
RPA
1602
Redwood Park Advisors
California
$7.67K
PWS
1603
Pursuit Wealth Strategies
North Carolina
$7.67K
UFPG
1604
United Financial Planning Group
New York
$7.67K
AIC
1605
Archer Investment Corporation
Indiana
$7.34K -$2.81K -14 -27%
NEWAS
1606
N.E.W. Advisory Services
Wisconsin
$7.1K +$7.42K +37 New
FFL
1607
Financial Freedom LLC
Ohio
$6.96K +$7.22K +36 New
WOSD
1608
WFA of San Diego
California
$6.52K
GWM
1609
Gilpin Wealth Management
Colorado
$6.33K -$802 -4 -11%
ACM
1610
Accent Capital Management
Ohio
$6.33K +$6.61K +33 New
STB
1611
S&T Bank
Pennsylvania
$5.95K
YDMI
1612
Y.D. More Investments
Israel
$5.89K
BLC
1613
Brown, Lisle/Cummings
Rhode Island
$5.56K +$5.81K +29 New
WAG
1614
Wilkerson Advisory Group
Missouri
$5.56K +$5.81K +29 New
MWC
1615
MBM Wealth Consultants
Missouri
$5.37K +$5.61K +28 New
FCG
1616
Financial Connections Group
California
$5K +$6.21K +31 New
PMIM
1617
Prudent Man Investment Management
Colorado
$4.77K
AF
1618
Alerus Financial
North Dakota
$4.22K -$401 -2 -8%
BWM
1619
Bernard Wealth Management
Michigan
$4.11K
TAM
1620
Townsend Asset Management
North Carolina
$4.06K
CCC
1621
Chelsea Counsel Company
California
$4.03K
MFC
1622
Morris Financial Concepts
South Carolina
$4.03K
FDCP
1623
Foster Dykema Cabot & Partners
Massachusetts
$3.84K -$41.9K -209 -91%
FG
1624
Fairman Group
Pennsylvania
$3.64K
CJ
1625
Caitlin John
Michigan
$3.45K

QUAL Hedge Fund Activity: Q1 2026 in Review

1,648 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2026, worth a combined $40.2B — down 1.7% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new QUAL positions and 77 closed out — a net gain of 49 holders — while 626 added to existing stakes and 634 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $518M. The largest seller was Goldman Sachs, cutting an estimated $140M.

  • 1,648 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2026, up from 1,628 in Q4 2025.
  • Funds reported $40.2B of iShares MSCI USA Quality Factor ETF stock for Q1 2026, down 1.7% quarter-over-quarter.
  • 126 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2026 and 77 closed out, a net change of +49 holders.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2026 was Gallagher Fiduciary Advisors, an estimated $518M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q1 2026 was Goldman Sachs, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2026.