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iShares MSCI USA Quality Factor ETF

1,616 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 613 increasing their positions, 624 reducing their positions, and 77 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: $40.8B → $39.9B (-$896M)

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
1,616
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
CL
151
Choreo LLC
Illinois
$26.1M
Creative Planning
152
Creative Planning
Kansas
$26M
Lido Advisors
153
Lido Advisors
California
$25.8M
WA
154
Waverly Advisors
Alabama
$25.8M
PWM
155
Perigon Wealth Management
California
$25.8M
AllianceBernstein
156
AllianceBernstein
Tennessee
$25.7M
IAA
157
Independent Advisor Alliance
North Carolina
$25.6M
CA
158
Centerpoint Advisors
Massachusetts
$25.6M
RW
159
RVW Wealth
California
$25.2M
GHA
160
GW Henssler & Associates
Georgia
$25M
GA
161
Goldstein Advisors
Wisconsin
$25M
SA
162
Scarborough Advisors
Maryland
$24.9M
SFP
163
Shepherd Financial Partners
Massachusetts
$24.4M
AIA
164
Aventus Investment Advisors
Florida
$24.2M
SWP
165
Summit Wealth Partners
Florida
$23.9M
HGWM
166
Horst & Graben Wealth Management
Oregon
$23.7M
UB
167
UMB Bank
Missouri
$23.7M
CFC
168
Client First Capital
California
$23.7M
MOS
169
MGO One Seven
Ohio
$23.3M
TWM
170
Tanglewood Wealth Management
Texas
$23.2M
AG
171
Ascent Group
Virginia
$23M
AM
172
AGF Management
Ontario, Canada
$22.8M
CIA
173
Concurrent Investment Advisors
Florida
$22.6M
MC
174
McMorgan & Co
California
$22.4M
NW
175
NewEdge Wealth
Pennsylvania
$22.2M