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iShares MSCI USA Quality Factor ETF

1,637 hedge funds and large institutions have $40.2B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 620 increasing their positions, 633 reducing their positions, and 78 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 capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 633

7% less funds holding in top 10

Funds holding in top 10: 183171 (-12)

93% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $40.3M

Holders
1,637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
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
LEA
201
Legacy Edge Advisors
New York
$19.3M
KPWS
202
Kestra Private Wealth Services
Texas
$19.3M
BCM
203
Brookstone Capital Management
Illinois
$19M
FWIA
204
Fort Washington Investment Advisors
Ohio
$18.9M
WCG
205
Weaver Consulting Group
California
$18.8M
Citadel Advisors
206
Citadel Advisors
Florida
$18.5M
CIAS
207
CFS Investment Advisory Services
New Jersey
$18.3M
OWA
208
One Wealth Advisors
California
$18M
TWM
209
Trinity Wealth Management
Pennsylvania
$17.7M
Two Sigma Investments
210
Two Sigma Investments
New York
$17.5M
KNFPWM
211
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.5M
CFFP
212
Center for Financial Planning
Michigan
$17.4M
KWM
213
Keebeck Wealth Management
Illinois
$17.3M
KW
214
KWB Wealth
California
$16.6M
SHIM
215
Stone House Investment Management
Pennsylvania
$16.5M
DA
216
Detalus Advisors
Missouri
$16.4M
HIP
217
HUB Investment Partners
Texas
$16.4M
MFA
218
Mayflower Financial Advisors
Massachusetts
$16.3M
IA
219
Integrity Alliance
Iowa
$16M
AC
220
Apella Capital
Connecticut
$16M
WANY
221
Wealthspire Advisors (New York)
New York
$16M
EFG
222
Elevated Financial Group
Indiana
$15.9M
GIA
223
Gladstone Institutional Advisory
Florida
$15.8M
WDL
224
Well Done LLC
Michigan
$15.8M
SRC
225
Shufro Rose & Co
New York
$15.8M