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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
BFPW
176
BOK Financial Private Wealth
Colorado
$25.6M
ACM
177
Armbruster Capital Management
New York
$25.4M
FM
178
Family Management
New York
$25.4M
OWA
179
One Wealth Advisors
California
$25.1M
PWA
180
Physician Wealth Advisors
Utah
$24.9M
GF
181
Gries Financial
Ohio
$24.8M
SFS
182
Security Financial Services
Indiana
$24.1M
IWS
183
Insight Wealth Strategies
California
$24.1M
PFA
184
Pure Financial Advisors
California
$24M
SWP
185
Summit Wealth Partners
Florida
$23.8M
LWM
186
Liberty Wealth Management
California
$23.7M
OPS
187
Orion Portfolio Solutions
Nebraska
$23.3M
BCI
188
Brinker Capital Investments
Pennsylvania
$23.3M
SP
189
Stonebrook Private
Michigan
$23M
JAG
190
Journey Advisory Group
Kentucky
$22.9M
BWA
191
Boulder Wealth Advisors
Colorado
$22.9M
CA
192
Centerpoint Advisors
Massachusetts
$22.8M
Goldman Sachs
193
Goldman Sachs
New York
$22.6M
Comerica Bank
194
Comerica Bank
Texas
$22.3M
MC
195
McMorgan & Co
California
$22.2M
AM
196
AGF Management
Ontario, Canada
$22.1M
SWC
197
Spectrum Wealth Counsel
Indiana
$22.1M
SCM
198
Sollinda Capital Management
Florida
$21.9M
KWM
199
Keebeck Wealth Management
Illinois
$21.9M
VHAM
200
Van Hulzen Asset Management
California
$21.8M