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iShares MSCI USA Quality Factor ETF

1,480 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 137 funds opening new positions, 649 increasing their positions, 490 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
232
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27M
Puts
$2.54M
Net Calls
Net Calls Change

Top Buyers

1 +$306M
2 +$234M
3 +$196M
4
Cerity Partners
Cerity Partners
New York
+$195M
5
KIM
Kestra Investment Management
Texas
+$138M

Top Sellers

1 -$494M
2 -$154M
3 -$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
Change in
Stake
SA
276
Sovran Advisors
California
$14.1M
BHWM
277
Bay Harbor Wealth Management
Maryland
$14.1M
AR
278
Apeiron RIA
Texas
$14M
MWA
279
Motive Wealth Advisors
Michigan
$14M
SWP
280
ShoreHaven Wealth Partners
New Jersey
$14M
CAG
281
Csenge Advisory Group
Florida
$13.8M
SW
282
SVB Wealth
Massachusetts
$13.5M
LFS
283
Lutz Financial Services
Nebraska
$13.5M
NW
284
NewEdge Wealth
Pennsylvania
$13.5M
ATPW
285
Ashton Thomas Private Wealth
Arizona
$13.4M
FHA
286
First Horizon Advisors
Tennessee
$13.4M
WP
287
WealthShield Partners
North Carolina
$13.3M
TWM
288
Tradition Wealth Management
Minnesota
$13M
CIA
289
Concurrent Investment Advisors
Florida
$12.9M
BL
290
Balentine LLC
Georgia
$12.8M
TFGT
291
TS Financial Group (TSFG)
Illinois
$12.8M
GWSA
292
Global Wealth Strategies & Associates
Colorado
$12.8M
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
$12.6M
BFG
294
Beacon Financial Group
Texas
$12.5M
JE
295
JMAC Enterprises
Pennsylvania
$12.5M
WWA
296
WCG Wealth Advisors
Nevada
$12.5M
GWAG
297
Garrett Wealth Advisory Group
Texas
$12.5M
TC
298
Trilogy Capital
California
$12.5M
RBA
299
Richard Bernstein Advisors
New York
$12.4M
CA
300
Claro Advisors
Massachusetts
$12.4M