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iShares MSCI USA Quality Factor ETF

1,639 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 125 funds opening new positions, 622 increasing their positions, 632 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 78

1.55% more ownership

Funds ownership: 85.48%87.03% (+1.5%)

1% more funds holding

Funds holding: 1,6251,639 (+14)

2% less repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 632

2% less capital invested

Capital invested by funds: $40.9B → $40.2B (-$727M)

7% less funds holding in top 10

Funds holding in top 10: 183171 (-12)

93% less call options, than puts

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

Holders
1,639
Holders Change
+14
Holders Change %
+0.86%
% of All Funds
20.18%
Holding in Top 10
171
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-6.56%
% of All Funds
2.11%
New
125
Increased
622
Reduced
632
Closed
78
Calls
$2.95M
Puts
$40.3M
Net Calls
-$37.3M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1676
Professional Financial Advisors
Nebraska
-$300K -1,512 Closed
GA
1677
Greenspring Advisors
Maryland
-$272K -1,368 Closed
SFS
1678
Symphony Financial Services
Ohio
-$266K -1,341 Closed
PP
1679
Prosperity Planning
Missouri
-$264K -1,330 Closed
SCM
1680
Saxony Capital Management
Missouri
-$262K -1,319 Closed
HC
1681
Headland Capital
South Carolina
-$260K -1,309 Closed
BC
1682
BDFS Capital
Delaware
-$259K -1,306 Closed
WS
1683
Wilian Securities
Minnesota
-$247K -1,244 Closed
LI
1684
LifeWealth Investments
Florida
-$237K -1,195 Closed
SA
1685
Stewardship Advisors
Pennsylvania
-$237K -1,192 Closed
WCFA
1686
Walkner Condon Financial Advisors
Wisconsin
-$237K -1,192 Closed
1WA
1687
180 Wealth Advisors
Washington
-$236K -1,191 Closed
SIG
1688
Spinnaker Investment Group
California
-$226K -1,140 Closed
SFCL
1689
Strengthening Families & Communities LLC
Massachusetts
-$226K -1,139 Closed
BWFA
1690
Baltimore-Washington Financial Advisors
Maryland
-$216K -1,088 Closed
OA
1691
Oasis Advisors
Iowa
-$215K -1,080 Closed
YIH
1692
Y-Intercept (HK)
Hong Kong
-$212K -1,067 Closed
WC
1693
Whitney & Co
New York
-$210K -1,059 Closed
IUHSA
1694
Itau Unibanco Holding S.A.
Brazil
-$209K -1,054 Closed
AT
1695
American Trust
Kentucky
-$208K -1,045 Closed
EW
1696
Element Wealth
Mississippi
-$206K -1,037 Closed
IIC
1697
Ironwood Investment Counsel
Arizona
-$204K -1,027 Closed
FF
1698
Francis Financial
-$203K -1,021 Closed
TI
1699
Trexquant Investment
Connecticut
-$202K -1,015 Closed
OC
1700
Optima Capital
Oregon
-$152K -764 Closed