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iShares MSCI USA Quality Factor ETF

1,452 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 696 increasing their positions, 464 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $43.8B → $42.7B (-$1.08B)

1% less funds holding

Funds holding: 1,4741,452 (-22)

4% less funds holding in top 10

Funds holding in top 10: 258247 (-11)

Holders
1,452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.9M
Puts
$1.11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
151
Prosperity Capital Advisors
Ohio
$32.9M
KPWS
152
Kestra Private Wealth Services
Texas
$32.6M
SW
153
SteelPeak Wealth
California
$32.3M
SFI
154
SPC Financial Inc
Maryland
$31.8M
TWG
155
The Wealth Group
Minnesota
$30.6M
BCM
156
Brookstone Capital Management
Illinois
$30.2M
IA
157
Integrity Alliance
Iowa
$30.1M
CG
158
CFO4Life Group
Texas
$30M
CCS
159
Concentric Capital Strategies
Connecticut
$29.9M
PFA
160
Pettinga Financial Advisors
Indiana
$29.8M
CIAS
161
CFS Investment Advisory Services
New Jersey
$29.6M
SHIM
162
Stone House Investment Management
Pennsylvania
$28.8M
SFA
163
Sequoia Financial Advisors
Ohio
$28.7M
BMCM
164
Bryn Mawr Capital Management
Pennsylvania
$28.4M
SFS
165
Sowell Financial Services
Arkansas
$28.4M
HFA
166
High Falls Advisors
New York
$27.9M
AWAG
167
ARS Wealth Advisors Group
Florida
$27.8M
EL
168
EWA LLC
Pennsylvania
$27.7M
PWM
169
Perigon Wealth Management
California
$27.7M
CAL
170
Capital Advisors Ltd
Ohio
$27.6M
SOMRS
171
State of Michigan Retirement System
Michigan
$27M
SW
172
SlateStone Wealth
Florida
$26.9M
ACA
173
Aptus Capital Advisors
Alabama
$26.6M
WANY
174
Wealthspire Advisors (New York)
New York
$26M
HCP
175
Holt Capital Partners
Texas
$25.6M