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iShares MSCI USA Quality Factor ETF

1,480 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 137 funds opening new positions, 649 increasing their positions, 490 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
232
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27M
Puts
$2.54M
Net Calls
Net Calls Change

Top Buyers

1 +$306M
2 +$234M
3 +$196M
4
Cerity Partners
Cerity Partners
New York
+$195M
5
KIM
Kestra Investment Management
Texas
+$138M

Top Sellers

1 -$494M
2 -$154M
3 -$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
Change in
Stake
PIA
226
Perennial Investment Advisors
California
$19.5M
AF
227
Allworth Financial
California
$19.4M
MCA
228
Midwest Capital Advisors
Michigan
$19.2M
SPIA
229
Strategic Point Investment Advisors
Rhode Island
$18.8M
RCG
230
Regatta Capital Group
California
$18.8M
TWP
231
Triad Wealth Partners
Kansas
$18.7M
SA
232
Skyline Advisors
Washington
$18.7M
WCG
233
Weaver Consulting Group
California
$18.7M
SI
234
Stephens Inc
Arkansas
$18.6M
KG
235
Kilter Group
New York
$18.5M
Creative Planning
236
Creative Planning
Kansas
$18.4M
JFG
237
Jefferies Financial Group
New York
$18.3M
CA
238
CGN Advisors
Kansas
$18.2M
Legacy Financial Group (Iowa)
239
Legacy Financial Group (Iowa)
Iowa
$18.2M
COI
240
Connable Office Inc
Michigan
$18.1M
AC
241
Apella Capital
Connecticut
$18.1M
TFA
242
Tobias Financial Advisors
Florida
$18M
TWM
243
Trinity Wealth Management
Pennsylvania
$17.7M
RIA
244
Regal Investment Advisors
Michigan
$17.5M
CFFP
245
Center for Financial Planning
Michigan
$17.4M
IDA
246
Intelligence Driven Advisers
California
$17.3M
BBWP
247
Beacon Bridge Wealth Partners
Pennsylvania
$17.3M
SL
248
SWMG LLC
Texas
$16.9M
AssetMark Inc
249
AssetMark Inc
California
$16.9M
WDL
250
Well Done LLC
Michigan
$16.9M