QUAL icon

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
PFG
226
PAX Financial Group
Texas
$18.2M
AF
227
Allworth Financial
California
$18.2M
TF
228
Trek Financial
Arizona
$18.1M
I
229
INVST
Indiana
$18M
SA
230
Skyline Advisors
Washington
$17.9M
Creative Planning
231
Creative Planning
Kansas
$17.5M
SPIA
232
Strategic Point Investment Advisors
Rhode Island
$17.5M
PCIG
233
Partners Capital Investment Group
Massachusetts
$17.3M
OAP
234
One Advisory Partners
Kansas
$17.3M
SI
235
Stephens Inc
Arkansas
$17.2M
JFG
236
Jefferies Financial Group
New York
$17.2M
SW
237
SVB Wealth
Massachusetts
$17.1M
MCA
238
Midwest Capital Advisors
Michigan
$17.1M
WWM
239
WJ Wealth Management
Arizona
$17M
TFA
240
Tobias Financial Advisors
Florida
$16.8M
FAIM
241
Financial Advocates Investment Management
Washington
$16.7M
CA
242
CGN Advisors
Kansas
$16.7M
TWM
243
Trinity Wealth Management
Pennsylvania
$16.5M
P
244
&Partners
Tennessee
$16.5M
PIA
245
Perennial Investment Advisors
California
$16.4M
CFFP
246
Center for Financial Planning
Michigan
$16.4M
RIA
247
Regal Investment Advisors
Michigan
$16.2M
KG
248
Kilter Group
New York
$16.1M
TWM
249
TSA Wealth Management
Texas
$16.1M
RCG
250
Regatta Capital Group
California
$16.1M