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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 %
NSLI
276
Nan Shan Life Insurance
Taiwan
$13.2M +$13.2M +77,200 New
BIA
277
Bell Investment Advisors
California
$13.1M -$33.5K -196 -0.3%
NW
278
NewEdge Wealth
Pennsylvania
$13M +$3.52M +20,603 +37%
WA
279
Waverly Advisors
Alabama
$12.9M +$378K +2,213 +3%
SPC
280
Sigma Planning Corp
Michigan
$12.9M +$276K +1,615 +2%
TWM
281
Tradition Wealth Management
Minnesota
$12.8M -$6.74M -39,459 -34%
CW
282
Cook Wealth
North Carolina
$12.8M -$1.07M -6,330 -8%
HIP
283
HUB Investment Partners
Texas
$12.7M +$50.4K +295 +0.4%
BL
284
Balentine LLC
Georgia
$12.7M -$115K -671 -0.9%
MP
285
Moment Partners
California
$12.7M -$356K -2,081 -3%
SRC
286
Shufro Rose & Co
New York
$12.4M -$205K -1,198 -2%
MW
287
Maia Wealth
Colorado
$12.4M +$1.28M +7,749 +11%
CAG
288
Csenge Advisory Group
Florida
$12.3M +$865K +5,361 +8%
BHWM
289
Bay Harbor Wealth Management
Maryland
$12.3M +$2.27M +13,300 +23%
SWP
290
ShoreHaven Wealth Partners
New Jersey
$12.1M +$2.01M +11,746 +20%
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$12M +$1.85M +10,846 +18%
WC
292
Waterloo Capital
Texas
$12M -$2M -11,702 -14%
Mirae Asset Global Investments
293
Mirae Asset Global Investments
South Korea
$11.9M -$464K -2,723 -4%
FHA
294
First Horizon Advisors
Tennessee
$11.8M +$2.14M +12,523 +22%
RBA
295
Richard Bernstein Advisors
New York
$11.8M -$4.72M -27,636 -29%
SWM
296
Spire Wealth Management
Virginia
$11.8M +$379K +2,220 +3%
GWAG
297
Garrett Wealth Advisory Group
Texas
$11.7M -$105K -617 -0.9%
EL
298
EQ LLC
Washington
$11.7M +$1.02M +5,979 +10%
WP
299
WealthShield Partners
North Carolina
$11.6M +$1.85M +10,808 +19%
WGC
300
Watts Gwilliam & Co
Arizona
$11.6M +$67.3K +394 +0.6%
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