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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,449 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 98 funds opening new positions, 694 increasing their positions, 462 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
-21
Holders Change %
-1.43%
% of All Funds
19.68%
Holding in Top 10
247
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.89%
% of All Funds
3.36%
New
98
Increased
694
Reduced
462
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.44B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$462M
3
LPL Financial
LPL Financial
California
$3.11B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$323M
5
OWM
Orgel Wealth Management
Wisconsin
$322M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
HI
Horizon Investments
North Carolina
$4.09M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$236M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$437M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
226
PAX Financial Group
Texas
$18.2M +$2.61M +15,253 +17%
AF
227
Allworth Financial
California
$18.2M -$591K -3,541 -3%
TF
228
Trek Financial
Arizona
$18.1M +$4.98M +29,162 +38%
I
229
INVST
Indiana
$18M -$6.52M -38,128 -27%
SA
230
Skyline Advisors
Washington
$17.9M +$237K +1,388 +1%
Creative Planning
231
Creative Planning
Kansas
$17.5M +$6.13M +35,844 +54%
SPIA
232
Strategic Point Investment Advisors
Rhode Island
$17.5M -$148K -864 -0.8%
PCIG
233
Partners Capital Investment Group
Massachusetts
$17.3M +$12.8M +75,022 +284%
OAP
234
One Advisory Partners
Kansas
$17.3M +$2.59M +15,172 +18%
SI
235
Stephens Inc
Arkansas
$17.2M -$695K -4,067 -4%
JFG
236
Jefferies Financial Group
New York
$17.2M -$6.49K -38 -0%
SW
237
SVB Wealth
Massachusetts
$17.1M -$3.89M -22,768 -19%
MCA
238
Midwest Capital Advisors
Michigan
$17.1M +$2.55M +14,896 +18%
WWM
239
WJ Wealth Management
Arizona
$17M -$5.9M -34,535 -26%
TFA
240
Tobias Financial Advisors
Florida
$16.8M -$193K -1,127 -1%
FAIM
241
Financial Advocates Investment Management
Washington
$16.7M +$711K +4,162 +4%
CA
242
CGN Advisors
Kansas
$16.7M -$1.89M -11,055 -10%
TWM
243
Trinity Wealth Management
Pennsylvania
$16.5M +$65.8K +385 +0.4%
P
244
&Partners
Tennessee
$16.5M -$304K -1,794 -2%
PIA
245
Perennial Investment Advisors
California
$16.4M +$3.58M +20,948 +28%
CFFP
246
Center for Financial Planning
Michigan
$16.4M -$207K -1,213 -1%
RIA
247
Regal Investment Advisors
Michigan
$16.2M -$110K -646 -0.7%
KG
248
Kilter Group
New York
$16.1M +$2.98M +17,467 +23%
TWM
249
TSA Wealth Management
Texas
$16.1M +$1.94M +11,329 +14%
RCG
250
Regatta Capital Group
California
$16.1M +$464K +2,713 +3%
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