QUAL icon

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 %
AF
226
Allworth Financial
California
$19.4M 106,194 -2,731 -3%
MCA
227
Midwest Capital Advisors
Michigan
$19.2M 105,169 +5,379 +5%
SPIA
228
Strategic Point Investment Advisors
Rhode Island
$18.8M 102,851 +684 +0.7%
RCG
229
Regatta Capital Group
California
$18.8M 102,818 +8,817 +9%
TWP
230
Triad Wealth Partners
Kansas
$18.7M 102,248 +23,387 +30%
SA
231
Skyline Advisors
Washington
$18.7M 102,108 -2,392 -2%
WCG
232
Weaver Consulting Group
California
$18.7M 102,097 -9,442 -8%
SI
233
Stephens Inc
Arkansas
$18.6M 101,615 +908 +0.9%
KG
234
Kilter Group
New York
$18.5M 101,415 +7,091 +8%
Creative Planning
235
Creative Planning
Kansas
$18.4M 100,821 -1,803 -2%
JFG
236
Jefferies Financial Group
New York
$18.3M 100,102 -401 -0.4%
CA
237
CGN Advisors
Kansas
$18.2M 99,761 +2,257 +2%
Legacy Financial Group (Iowa)
238
Legacy Financial Group (Iowa)
Iowa
$18.2M 99,509 +6,560 +7%
COI
239
Connable Office Inc
Michigan
$18.1M 98,993 +98,993 New
AC
240
Apella Capital
Connecticut
$18.1M 98,353 -14,999 -13%
TFA
241
Tobias Financial Advisors
Florida
$18M 98,336 +230 +0.2%
TWM
242
Trinity Wealth Management
Pennsylvania
$17.7M 97,084 +716 +0.7%
RIA
243
Regal Investment Advisors
Michigan
$17.5M 95,707 +1,097 +1%
CFFP
244
Center for Financial Planning
Michigan
$17.4M 95,081 -658 -0.7%
IDA
245
Intelligence Driven Advisers
California
$17.3M 94,641 +2,231 +2%
BBWP
246
Beacon Bridge Wealth Partners
Pennsylvania
$17.3M 94,627 +2,332 +3%
SL
247
SWMG LLC
Texas
$16.9M 90,717 +25,111 +38%
AssetMark Inc
248
AssetMark Inc
California
$16.9M 92,642 +7,775 +9%
WDL
249
Well Done LLC
Michigan
$16.9M 92,472 -10,328 -10%
FPGK
250
Financial Partners Group (Kansas)
Kansas
$16.9M 92,378 +9,694 +12%
8 9
10
11 12