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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
BCM
201
Brookstone Capital Management
Illinois
$19M
FWIA
202
Fort Washington Investment Advisors
Ohio
$18.9M
WCG
203
Weaver Consulting Group
California
$18.8M
Citadel Advisors
204
Citadel Advisors
Florida
$18.5M
CIAS
205
CFS Investment Advisory Services
New Jersey
$18.3M
OWA
206
One Wealth Advisors
California
$18M
TWM
207
Trinity Wealth Management
Pennsylvania
$17.7M
Two Sigma Investments
208
Two Sigma Investments
New York
$17.5M
KNFPWM
209
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.5M
CFFP
210
Center for Financial Planning
Michigan
$17.4M
KWM
211
Keebeck Wealth Management
Illinois
$17.3M
KW
212
KWB Wealth
California
$16.6M
SHIM
213
Stone House Investment Management
Pennsylvania
$16.5M
DA
214
Detalus Advisors
Missouri
$16.4M
HIP
215
HUB Investment Partners
Texas
$16.4M
MFA
216
Mayflower Financial Advisors
Massachusetts
$16.3M
IA
217
Integrity Alliance
Iowa
$16M
AC
218
Apella Capital
Connecticut
$16M
WANY
219
Wealthspire Advisors (New York)
New York
$16M
EFG
220
Elevated Financial Group
Indiana
$15.9M
GIA
221
Gladstone Institutional Advisory
Florida
$15.8M
WDL
222
Well Done LLC
Michigan
$15.8M
SRC
223
Shufro Rose & Co
New York
$15.8M
CFSG
224
Community Financial Services Group
Vermont
$15.7M
MGW
225
MB Generational Wealth
Washington
$15.6M