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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
SIG
1676
Spinnaker Investment Group
California
SFCL
1677
Strengthening Families & Communities LLC
Massachusetts
BWFA
1678
Baltimore-Washington Financial Advisors
Maryland
OA
1679
Oasis Advisors
Iowa
YIH
1680
Y-Intercept (HK)
Hong Kong
WC
1681
Whitney & Co
New York
IUHSA
1682
Itau Unibanco Holding S.A.
Brazil
AT
1683
American Trust
Kentucky
EW
1684
Element Wealth
Mississippi
IIC
1685
Ironwood Investment Counsel
Arizona
FF
1686
Francis Financial
TI
1687
Trexquant Investment
Connecticut
OC
1688
Optima Capital
Oregon
EPG
1689
Estate Planners Group
Pennsylvania
HWP
1690
Highline Wealth Partners
California
RWM
1691
RMG Wealth Management
Wisconsin
IIM
1692
IFC & Insurance Marketing
California
CWP
1693
Concord Wealth Partners
Virginia
WWA
1694
Wealth Watch Advisors
Colorado
GWS
1695
Glassman Wealth Services
Virginia
FFO
1696
Fortitude Family Office
Arizona
Group One Trading
1697
Group One Trading
Illinois
EW
1698
Elyxium Wealth
California
GAFA
1699
Garton & Associates Financial Advisors
Kentucky
MFP
1700
Meramec Financial Planners
Missouri