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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,471 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 136 funds opening new positions, 646 increasing their positions, 487 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+22
Holders Change %
+1.52%
% of All Funds
19.71%
Holding in Top 10
229
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.29%
% of All Funds
3.07%
New
136
Increased
646
Reduced
487
Closed
82
Calls
$3.27M
Puts
$2.54M
Net Calls
+$731K
Net Calls Change
-$2.06M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$306M
2
LPL Financial
LPL Financial
California
+$234M
3
OWM
Orgel Wealth Management
Wisconsin
+$196M
4
Cerity Partners
Cerity Partners
New York
+$195M
5
KIM
Kestra Investment Management
Texas
+$138M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$154M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$86.4M
4
KeyBank National Association
KeyBank National Association
Ohio
-$69.6M
5
UBS Group
UBS Group
Switzerland
-$60.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$19.4M -$499K -2,731 -3%
MCA
227
Midwest Capital Advisors
Michigan
$19.2M +$983K +5,379 +5%
SPIA
228
Strategic Point Investment Advisors
Rhode Island
$18.8M +$125K +684 +0.7%
RCG
229
Regatta Capital Group
California
$18.8M +$1.61M +8,817 +9%
TWP
230
Triad Wealth Partners
Kansas
$18.7M +$4.28M +23,387 +30%
SA
231
Skyline Advisors
Washington
$18.7M -$437K -2,392 -2%
WCG
232
Weaver Consulting Group
California
$18.7M -$1.73M -9,442 -8%
SI
233
Stephens Inc
Arkansas
$18.6M +$166K +908 +0.9%
KG
234
Kilter Group
New York
$18.5M +$1.3M +7,091 +8%
Creative Planning
235
Creative Planning
Kansas
$18.4M -$330K -1,803 -2%
JFG
236
Jefferies Financial Group
New York
$18.3M -$73.3K -401 -0.4%
CA
237
CGN Advisors
Kansas
$18.2M +$413K +2,257 +2%
Legacy Financial Group (Iowa)
238
Legacy Financial Group (Iowa)
Iowa
$18.2M +$1.2M +6,560 +7%
COI
239
Connable Office Inc
Michigan
$18.1M +$18.1M +98,993 New
AC
240
Apella Capital
Connecticut
$18.1M -$2.75M -14,999 -13%
TFA
241
Tobias Financial Advisors
Florida
$18M +$42K +230 +0.2%
TWM
242
Trinity Wealth Management
Pennsylvania
$17.7M +$131K +716 +0.7%
RIA
243
Regal Investment Advisors
Michigan
$17.5M +$201K +1,097 +1%
CFFP
244
Center for Financial Planning
Michigan
$17.4M -$120K -658 -0.7%
IDA
245
Intelligence Driven Advisers
California
$17.3M +$408K +2,231 +2%
BBWP
246
Beacon Bridge Wealth Partners
Pennsylvania
$17.3M +$426K +2,332 +3%
SL
247
SWMG LLC
Texas
$16.9M +$4.69M +25,111 +38%
AssetMark Inc
248
AssetMark Inc
California
$16.9M +$1.42M +7,775 +9%
WDL
249
Well Done LLC
Michigan
$16.9M -$1.89M -10,328 -10%
FPGK
250
Financial Partners Group (Kansas)
Kansas
$16.9M +$1.77M +9,694 +12%
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