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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
UW
1651
Unique Wealth
Florida
FIM
1652
Freedom Investment Management
Connecticut
PFA
1653
Professional Financial Advisors
Nebraska
GA
1654
Greenspring Advisors
Maryland
SFS
1655
Symphony Financial Services
Ohio
PP
1656
Prosperity Planning
Missouri
SCM
1657
Saxony Capital Management
Missouri
HC
1658
Headland Capital
South Carolina
BC
1659
BDFS Capital
Delaware
WS
1660
Wilian Securities
Minnesota
LI
1661
LifeWealth Investments
Florida
SA
1662
Stewardship Advisors
Pennsylvania
WCFA
1663
Walkner Condon Financial Advisors
Wisconsin
1WA
1664
180 Wealth Advisors
Washington
SIG
1665
Spinnaker Investment Group
California
SFCL
1666
Strengthening Families & Communities LLC
Massachusetts
BWFA
1667
Baltimore-Washington Financial Advisors
Maryland
OA
1668
Oasis Advisors
Iowa
YIH
1669
Y-Intercept (HK)
Hong Kong
WC
1670
Whitney & Co
New York
IUHSA
1671
Itau Unibanco Holding S.A.
Brazil
AT
1672
American Trust
Kentucky
EW
1673
Element Wealth
Mississippi
IIC
1674
Ironwood Investment Counsel
Arizona
FF
1675
Francis Financial