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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
BFG
201
Buttonwood Financial Group
Missouri
$21.7M
CWS
202
Cypress Wealth Services
California
$21.5M
TWM
203
Tanglewood Wealth Management
Texas
$21.5M
DA
204
Detalus Advisors
Missouri
$21.2M
RW
205
RVW Wealth
California
$21.1M
SP
206
Symmetry Partners
Connecticut
$21.1M
KFSC
207
Keystone Financial Services (Colorado)
Colorado
$21M
PAWA
208
Palo Alto Wealth Advisors
California
$20.3M
KFS
209
Kelly Financial Services
Massachusetts
$20.2M
CF
210
Centaurus Financial
California
$20.1M
VA
211
VestGen Advisors
Illinois
$19.9M
CFC
212
Client First Capital
California
$19.8M
KNFPWM
213
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.7M
WFA
214
Wade Financial Advisory
California
$19.3M
WCG
215
Weaver Consulting Group
California
$19.1M
WA
216
Wealth Alliance
New York
$19M
DWM
217
Diversify Wealth Management
Utah
$18.9M
AC
218
Apella Capital
Connecticut
$18.8M
SXL
219
Summit X LLC
Missouri
$18.7M
GHA
220
GW Henssler & Associates
Georgia
$18.6M
CFA
221
Cahill Financial Advisors
Minnesota
$18.5M
MWP
222
Meridian Wealth Partners
Pennsylvania
$18.5M
PA
223
PFG Advisors
Arizona
$18.4M
WDL
224
Well Done LLC
Michigan
$18.3M
FFN
225
Focus Financial Network
Minnesota
$18.2M