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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,464 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 135 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,464
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
19.66%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
135
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 %
TWM
251
TSA Wealth Management
Texas
$16.9M 92,271 -1,742 -2%
WWM
252
WJ Wealth Management
Arizona
$16.9M 92,229 -7,243 -7%
IB
253
Intrust Bank
Kansas
$16.7M 91,195 +3,011 +3%
SL
254
Sentinus LLC
Illinois
$16.4M 89,655 +4,168 +5%
KDA
255
Kraft Davis & Associates
Missouri
$16.1M 86,441 +1,274 +1%
PS
256
Principal Securities
Iowa
$16.1M 88,152 +28,836 +49%
IA
257
IFG Advisory
Georgia
$16.1M 88,129 +827 +0.9%
3F
258
360 Financial
Minnesota
$16.1M 87,807 +4,397 +5%
WANY
259
Wealthspire Advisors (New York)
New York
$16M 87,780 -64,617 -42%
SWM
260
Scissortail Wealth Management
Oklahoma
$16M 87,483 +3,074 +4%
BWM
261
BCGM Wealth Management
Indiana
$15.9M 87,206 +3,103 +4%
EPA
262
Element Pointe Advisors
Florida
$15.5M 84,942 +2,607 +3%
SCA
263
Snowden Capital Advisors
New York
$15.5M 84,818 -3,250 -4%
WPW
264
Watershed Private Wealth
Illinois
$15.3M 83,731 +5,409 +7%
CFSG
265
Community Financial Services Group
Vermont
$15.3M 83,484 +1,176 +1%
Tudor Investment Corp
266
Tudor Investment Corp
Connecticut
$14.9M 81,553 +38,727 +90%
BIA
267
Bell Investment Advisors
California
$14.8M 80,875 +4,132 +5%
MP
268
Moment Partners
California
$14.6M 79,686 +5,590 +8%
GRP
269
Global Retirement Partners
California
$14.5M 79,047 +79,047 New
CAL
270
Capital Analysts LLC
Pennsylvania
$14.2M 77,482 +26,234 +51%
SW
271
Simplicity Wealth
New Jersey
$14.2M 77,458 +33,327 +76%
MW
272
Maia Wealth
Colorado
$14.1M 77,382 +1,992 +3%
NSLI
273
Nan Shan Life Insurance
Taiwan
$14.1M 77,200 – –
HIP
274
HUB Investment Partners
Texas
$14.1M 77,190 +2,700 +4%
SA
275
Sovran Advisors
California
$14.1M 76,714 +10,442 +16%
9 10
11
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