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iShares MSCI USA Quality Factor ETF

1,637 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, 620 increasing their positions, 633 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 capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 633

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
1,637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
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
SFS
1676
Symphony Financial Services
Ohio
PP
1677
Prosperity Planning
Missouri
SCM
1678
Saxony Capital Management
Missouri
HC
1679
Headland Capital
South Carolina
BC
1680
BDFS Capital
Delaware
WS
1681
Wilian Securities
Minnesota
LI
1682
LifeWealth Investments
Florida
SA
1683
Stewardship Advisors
Pennsylvania
WCFA
1684
Walkner Condon Financial Advisors
Wisconsin
1WA
1685
180 Wealth Advisors
Washington
SIG
1686
Spinnaker Investment Group
California
SFCL
1687
Strengthening Families & Communities LLC
Massachusetts
BWFA
1688
Baltimore-Washington Financial Advisors
Maryland
OA
1689
Oasis Advisors
Iowa
YIH
1690
Y-Intercept (HK)
Hong Kong
WC
1691
Whitney & Co
New York
IUHSA
1692
Itau Unibanco Holding S.A.
Brazil
AT
1693
American Trust
Kentucky
EW
1694
Element Wealth
Mississippi
IIC
1695
Ironwood Investment Counsel
Arizona
FF
1696
Francis Financial
TI
1697
Trexquant Investment
Connecticut
OC
1698
Optima Capital
Oregon
EPG
1699
Estate Planners Group
Pennsylvania
HWP
1700
Highline Wealth Partners
California