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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 %
TWM
251
TSA Wealth Management
Texas
$16.9M -$318K -1,742 -2%
WWM
252
WJ Wealth Management
Arizona
$16.9M -$1.32M -7,243 -7%
IB
253
Intrust Bank
Kansas
$16.7M +$550K +3,011 +3%
SL
254
Sentinus LLC
Illinois
$16.4M +$762K +4,168 +5%
KDA
255
Kraft Davis & Associates
Missouri
$16.1M +$238K +1,274 +1%
PS
256
Principal Securities
Iowa
$16.1M +$5.27M +28,836 +49%
IA
257
IFG Advisory
Georgia
$16.1M +$151K +827 +0.9%
3F
258
360 Financial
Minnesota
$16.1M +$804K +4,397 +5%
WANY
259
Wealthspire Advisors (New York)
New York
$16M -$11.8M -64,617 -42%
SWM
260
Scissortail Wealth Management
Oklahoma
$16M +$562K +3,074 +4%
BWM
261
BCGM Wealth Management
Indiana
$15.9M +$567K +3,103 +4%
EPA
262
Element Pointe Advisors
Florida
$15.5M +$477K +2,607 +3%
SCA
263
Snowden Capital Advisors
New York
$15.5M -$594K -3,250 -4%
WPW
264
Watershed Private Wealth
Illinois
$15.3M +$989K +5,409 +7%
CFSG
265
Community Financial Services Group
Vermont
$15.3M +$215K +1,176 +1%
Tudor Investment Corp
266
Tudor Investment Corp
Connecticut
$14.9M +$7.08M +38,727 +90%
BIA
267
Bell Investment Advisors
California
$14.8M +$755K +4,132 +5%
MP
268
Moment Partners
California
$14.6M +$1.02M +5,590 +8%
GRP
269
Global Retirement Partners
California
$14.5M +$14.5M +79,047 New
CAL
270
Capital Analysts LLC
Pennsylvania
$14.2M +$4.8M +26,234 +51%
SW
271
Simplicity Wealth
New Jersey
$14.2M +$6.09M +33,327 +76%
MW
272
Maia Wealth
Colorado
$14.1M +$364K +1,992 +3%
NSLI
273
Nan Shan Life Insurance
Taiwan
$14.1M – – –
HIP
274
HUB Investment Partners
Texas
$14.1M +$494K +2,700 +4%
SA
275
Sovran Advisors
California
$14.1M +$1.92M +10,442 +16%
9 10
11
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