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iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
151
Holt Capital Partners
Texas
$31.2M
PFA
152
Pure Financial Advisors
California
$31.1M
PFA
153
Pettinga Financial Advisors
Indiana
$31.1M
JF
154
Jump Financial
Illinois
$30.6M
LWM
155
Liberty Wealth Management
California
$30.4M
HCA
156
Heck Capital Advisors
Wisconsin
$30.4M
STA
157
Summit Trail Advisors
New York
$30M
CL
158
Choreo LLC
Illinois
$29.8M
CIAS
159
CFS Investment Advisory Services
New Jersey
$29.7M
SP
160
Symmetry Partners
Connecticut
$29.7M
SHIM
161
Stone House Investment Management
Pennsylvania
$29.5M
CA
162
Cambridge Associates
Massachusetts
$29.5M
FM
163
Family Management
New York
$29.3M
CFS
164
CGC Financial Services
Oregon
$29.1M
ACA
165
Aptus Capital Advisors
Alabama
$29.1M
LWA
166
Lineweaver Wealth Advisors
Ohio
$28.8M
BFPW
167
BOK Financial Private Wealth
Colorado
$28.4M
BWA
168
Boulder Wealth Advisors
Colorado
$28.3M
GF
169
Gries Financial
Ohio
$28.1M
OWA
170
One Wealth Advisors
California
$27.3M
IA
171
Integrity Alliance
Iowa
$27.3M
BCI
172
Brinker Capital Investments
Pennsylvania
$27.2M
BCM
173
Brookstone Capital Management
Illinois
$27.1M
KW
174
KWB Wealth
California
$27.1M
RW
175
RVW Wealth
California
$26.5M