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iShares MSCI USA Quality Factor ETF

1,616 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 613 increasing their positions, 624 reducing their positions, and 77 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: $40.8B → $39.9B (-$896M)

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
1,616
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
ETS
1601
ESL Trust Services
New York
$2.49K
TC
1602
Truvestments Capital
Florida
$2.49K
SL
1603
Salomon & Ludwin
Virginia
$2.32K
FA
1604
Fountainhead AM
New Jersey
$2.31K
EPAM
1605
Evelyn Partners Asset Management
$2.3K
OC
1606
Oakworth Capital
Alabama
$2.3K
EWP
1607
Elevation Wealth Partners
California
$2.2K
SFG
1608
Strive Financial Group
Indiana
$2K
EPL
1609
Essential Partners LLC
California
$1.92K
JFGIW
1610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92K
WA
1611
WPG Advisers
Maryland
$1.92K
CSC
1612
Caldwell Sutter Capital
California
$1.92K
FRA
1613
Front Row Advisors
California
$1.73K
FP
1614
Financial Perspectives
Minnesota
$1.34K
Barclays
1615
Barclays
United Kingdom
$767
RIAS
1616
Rachor Investment Advisory Services
Michigan
$385
SWA
1617
SOA Wealth Advisors
New York
$384
HIA
1618
HFM Investment Advisors
New Jersey
$3
NA
1619
NewEdge Advisors
Louisiana
IA
1620
IFG Advisory
Georgia
ETC
1621
Exchange Traded Concepts
Oklahoma
RHP
1622
Royal Harbor Partners
Texas
WA
1623
Win Advisors
Florida
DAS
1624
Diversify Advisory Services
Utah
WFAG
1625
Worth Financial Advisory Group
North Carolina