QUAL icon

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
+$463M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$462M
3
LPL Financial
LPL Financial
California
+$225M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$220M
5
OWM
Orgel Wealth Management
Wisconsin
+$103M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$349M
2
HI
Horizon Investments
North Carolina
-$184M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$131M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$113M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
251
Legacy Financial Group (Iowa)
Iowa
$15.9M +$2.27M +13,310 +17%
IDA
252
Intelligence Driven Advisers
California
$15.8M -$874K -5,115 -5%
BBWP
253
Beacon Bridge Wealth Partners
Pennsylvania
$15.8M +$1.6M +9,375 +11%
MFA
254
Mayflower Financial Advisors
Massachusetts
$15.8M +$1.67M +9,749 +12%
IB
255
Intrust Bank
Kansas
$15.1M +$1.36M +7,978 +10%
SCA
256
Snowden Capital Advisors
New York
$15.1M +$1.58M +9,252 +12%
MGW
257
MB Generational Wealth
Washington
$15M -$401K -2,349 -3%
IA
258
IFG Advisory
Georgia
$14.9M +$1.98M +11,607 +15%
HWM
259
Horizon Wealth Management
Illinois
$14.7M +$14.7M +85,948 New
SL
260
Sentinus LLC
Illinois
$14.6M +$3.4M +19,872 +30%
AssetMark Inc
261
AssetMark Inc
California
$14.5M +$3.37M +19,709 +30%
TC
262
Trilogy Capital
California
$14.5M -$40.8M -238,855 -74%
SWM
263
Scissortail Wealth Management
Oklahoma
$14.4M +$1.59M +9,277 +12%
BWM
264
BCGM Wealth Management
Indiana
$14.4M +$504K +2,948 +4%
3F
265
360 Financial
Minnesota
$14.3M +$3.04M +17,773 +27%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$14.1M +$1.34M +7,840 +10%
WQ
267
Wealth Quarterback
New Jersey
$14.1M +$624K +3,651 +5%
EPA
268
Element Pointe Advisors
Florida
$14.1M -$271K -1,586 -2%
CFSG
269
Community Financial Services Group
Vermont
$14.1M +$1.09M +6,379 +8%
KDA
270
Kraft Davis & Associates
Missouri
$13.8M +$84.2K +521 +0.6%
IA
271
IFP Advisors
Florida
$13.7M +$1.68M +9,836 +14%
TWP
272
Triad Wealth Partners
Kansas
$13.5M +$3.46M +20,265 +35%
CA
273
Claro Advisors
Massachusetts
$13.4M +$1.69M +9,875 +14%
WPW
274
Watershed Private Wealth
Illinois
$13.4M +$2.1M +12,291 +19%
CIAS
275
Capital Investment Advisory Services
North Carolina
$13.3M +$875K +5,120 +7%
9 10
11
12 13