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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 %
BHWM
276
Bay Harbor Wealth Management
Maryland
$14.1M +$946K +5,176 +7%
AR
277
Apeiron RIA
Texas
$14M +$6.8M +37,184 +94%
MWA
278
Motive Wealth Advisors
Michigan
$14M +$1.64M +8,986 +13%
SWP
279
ShoreHaven Wealth Partners
New Jersey
$14M +$987K +5,396 +8%
CAG
280
Csenge Advisory Group
Florida
$13.8M +$340K +1,922 +3%
SW
281
SVB Wealth
Massachusetts
$13.5M -$4.77M -26,081 -26%
LFS
282
Lutz Financial Services
Nebraska
$13.5M +$1.75M +9,561 +15%
NW
283
NewEdge Wealth
Pennsylvania
$13.5M -$563K -3,058 -4%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$13.4M +$2.42M +13,246 +22%
FHA
285
First Horizon Advisors
Tennessee
$13.4M +$690K +3,772 +5%
WP
286
WealthShield Partners
North Carolina
$13.3M +$833K +4,556 +7%
TWM
287
Tradition Wealth Management
Minnesota
$13M -$719K -3,933 -5%
CIA
288
Concurrent Investment Advisors
Florida
$12.9M +$1.18M +6,478 +10%
BL
289
Balentine LLC
Georgia
$12.8M -$757K -4,141 -6%
TFGT
290
TS Financial Group (TSFG)
Illinois
$12.8M +$12.7M +69,667 +25,060%
GWSA
291
Global Wealth Strategies & Associates
Colorado
$12.8M +$1.25M +6,834 +11%
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
$12.6M -$313K -1,710 -2%
BFG
293
Beacon Financial Group
Texas
$12.5M +$924K +5,054 +8%
JE
294
JMAC Enterprises
Pennsylvania
$12.5M +$3.35M +18,322 +37%
WWA
295
WCG Wealth Advisors
Nevada
$12.5M +$624K +3,411 +5%
GWAG
296
Garrett Wealth Advisory Group
Texas
$12.5M -$74K -405 -0.6%
TC
297
Trilogy Capital
California
$12.5M -$3.05M -16,675 -20%
RBA
298
Richard Bernstein Advisors
New York
$12.4M -$190K -1,038 -2%
CA
299
Claro Advisors
Massachusetts
$12.4M -$1.94M -10,632 -14%
OCBCO
300
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.4M -$33.3M -182,040 -73%
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