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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
RIAS
1626
Rachor Investment Advisory Services
Michigan
$385
SWA
1627
SOA Wealth Advisors
New York
$384
HIA
1628
HFM Investment Advisors
New Jersey
$3
NA
1629
NewEdge Advisors
Louisiana
PPFA
1630
Provida Pension Fund Administrator
Chile
IA
1631
IFG Advisory
Georgia
ETC
1632
Exchange Traded Concepts
Oklahoma
RHP
1633
Royal Harbor Partners
Texas
WA
1634
Win Advisors
Florida
DAS
1635
Diversify Advisory Services
Utah
WFAG
1636
Worth Financial Advisory Group
North Carolina
PI
1637
PineBridge Investments
New York
MAP
1638
Managed Asset Portfolios
Michigan
SG Americas Securities
1639
SG Americas Securities
New York
Renaissance Technologies
1640
Renaissance Technologies
New York
TI
1641
Tidal Investments
Wisconsin
TL
1642
Tradewinds LLC
North Carolina
Vontobel Holding
1643
Vontobel Holding
Switzerland
MWM
1644
Moulton Wealth Management
Washington
CPC
1645
Consolidated Planning Corp
Georgia
AWA
1646
Arete Wealth Advisors
Illinois
HFA
1647
Hershey Financial Advisers
Pennsylvania
GWM
1648
GK Wealth Management
Nevada
EPAM
1649
Euro Pacific Asset Management
Puerto Rico
PPA
1650
Painted Porch Advisors
California