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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 %
MWA
301
Motive Wealth Advisors
Michigan
$11.5M +$129K +754 +1%
HSBC Holdings
302
HSBC Holdings
United Kingdom
$11.4M -$2.46M -14,385 -18%
CFO
303
Custos Family Office
Texas
$11.3M +$201K +1,176 +2%
TC
304
TownSquare Capital
Utah
$11.2M -$4.78M -27,944 -30%
WTFG
305
Wood Tarver Financial Group
Idaho
$11.2M +$728K +4,262 +7%
CG
306
Caprock Group
Idaho
$11.1M +$1.78M +10,430 +19%
NYLIM
307
New York Life Investment Management
New York
$11.1M -$2.58M -15,117 -19%
WWA
308
WCG Wealth Advisors
Nevada
$11.1M -$674K -3,942 -6%
FFG
309
Foundry Financial Group
New Hampshire
$11.1M +$4.64M +27,141 +72%
TRCT
310
Tower Research Capital (TRC)
New York
$11.1M +$11.1M +64,689 New
SL
311
SWMG LLC
Texas
$11M +$999K +5,953 +10%
LFS
312
Lutz Financial Services
Nebraska
$11M -$507K -2,969 -4%
WS
313
Wedbush Securities
California
$11M +$837K +4,897 +8%
FTUS
314
Flow Traders U.S.
New York
$10.9M +$8.8M +51,524 +413%
CIA
315
Concurrent Investment Advisors
Florida
$10.9M +$1.52M +8,894 +16%
EC
316
EdgeRock Capital
Colorado
$10.9M -$635K -3,718 -6%
RA
317
RFG Advisory
Alabama
$10.9M -$2.67M -15,622 -20%
BFG
318
Beacon Financial Group
Texas
$10.9M +$1.58M +9,255 +17%
VAS
319
Vestmark Advisory Solutions
Massachusetts
$10.8M +$10.8M +63,298 New
GWSA
320
Global Wealth Strategies & Associates
Colorado
$10.8M +$599K +3,505 +6%
SA
321
Sovran Advisors
California
$10.7M +$1.23M +7,609 +13%
GIA
322
Gladstone Institutional Advisory
Florida
$10.7M +$99.5K +582 +0.9%
FAM
323
Forte Asset Management
New York
$10.7M +$1.25M +7,311 +13%
MWM
324
McNaughton Wealth Management
California
$10.7M +$10.7M +62,355 New
PS
325
Principal Securities
Iowa
$10.6M -$1.25K -7 -0%
11 12
13
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