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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
BWM
1651
BCS Wealth Management
Tennessee
S
1652
Sachetta
Massachusetts
TCM
1653
TruNorth Capital Management
Michigan
BP
1654
BBR Partners
New York
EP
1655
Edgestream Partners
New Jersey
CIP
1656
Capital Insight Partners
Arizona
FCA
1657
Fortis Capital Advisors
Kansas
PCA
1658
Pallas Capital Advisors
Massachusetts
CAS
1659
Coppell Advisory Solutions
Texas
LCWP
1660
Legacy Capital Wealth Partners
Arkansas
FWM
1661
FSR Wealth Management
Illinois
UW
1662
Unique Wealth
Florida
FIM
1663
Freedom Investment Management
Connecticut
PFA
1664
Professional Financial Advisors
Nebraska
GA
1665
Greenspring Advisors
Maryland
SFS
1666
Symphony Financial Services
Ohio
PP
1667
Prosperity Planning
Missouri
SCM
1668
Saxony Capital Management
Missouri
HC
1669
Headland Capital
South Carolina
BC
1670
BDFS Capital
Delaware
WS
1671
Wilian Securities
Minnesota
LI
1672
LifeWealth Investments
Florida
SA
1673
Stewardship Advisors
Pennsylvania
WCFA
1674
Walkner Condon Financial Advisors
Wisconsin
1WA
1675
180 Wealth Advisors
Washington