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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.94B 32,478,050 +624,581 +2%
LPL Financial
2
LPL Financial
California
$3.56B 19,465,105 +1,278,462 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.68B 14,667,824 -844,255 -5%
Morgan Stanley
4
Morgan Stanley
New York
$1.85B 10,128,212 +573,981 +6%
Bank of America
5
Bank of America
North Carolina
$1.37B 7,468,551 -10,252 -0.1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.29B 7,080,789 -215,735 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.28B 7,012,339 +50,889 +0.7%
Wells Fargo
8
Wells Fargo
California
$952M 5,209,058 -190,047 -4%
Ameriprise
9
Ameriprise
Minnesota
$909M 4,974,152 -169,239 -3%
BlackRock
10
BlackRock
New York
$854M 4,672,983 -169,804 -4%
UBS Group
11
UBS Group
Switzerland
$732M 4,002,949 -329,597 -8%
Cerity Partners
12
Cerity Partners
New York
$687M 3,755,880 +1,065,946 +40%
MML Investors Services
13
MML Investors Services
Massachusetts
$632M 3,454,291 +44,285 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$619M 3,387,135 +64,226 +2%
M&T Bank
15
M&T Bank
New York
$606M 3,315,645 -36,303 -1%
KeyBank National Association
16
KeyBank National Association
Ohio
$580M 3,174,983 -380,729 -11%
OWM
17
Orgel Wealth Management
Wisconsin
$540M 2,954,525 +1,070,608 +57%
BTI
18
Blue Trust Inc
Georgia
$486M 2,660,950 +327,395 +14%
FWI
19
Facet Wealth Inc
Maryland
$461M 2,503,203 +174,714 +8%
PAS
20
Park Avenue Securities
New York
$451M 2,464,931 -24,738 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$442M 2,418,092 +47,699 +2%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$438M 2,398,080 -158,632 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$386M 2,113,609 -34,290 -2%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$384M 2,102,766 +211,244 +11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$363M 1,984,988 +45,088 +2%
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