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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 %
FFG
301
Foundry Financial Group
New Hampshire
$12.4M +$523K +2,861 +4%
MWM
302
McNaughton Wealth Management
California
$12.2M +$804K +4,399 +7%
CFO
303
Custos Family Office
Texas
$12.2M +$79.2K +433 +0.7%
WQ
304
Wealth Quarterback
New Jersey
$12.2M -$2.89M -15,814 -19%
SRC
305
Shufro Rose & Co
New York
$12.1M -$311K -1,819 -2%
WTFG
306
Wood Tarver Financial Group
Idaho
$12M +$77K +421 +0.6%
EC
307
EdgeRock Capital
Colorado
$12M +$278K +1,518 +2%
GIA
308
Gladstone Institutional Advisory
Florida
$11.9M +$527K +2,885 +5%
5W
309
5T Wealth
California
$11.6M +$486K +2,657 +4%
FPW
310
Flagship Private Wealth
Massachusetts
$11.5M +$510K +2,788 +5%
ETC
311
Exchange Traded Concepts
Oklahoma
$11.1M +$3.22M +17,609 +41%
CWG
312
Crown Wealth Group
North Carolina
$11.1M +$1.14M +6,234 +11%
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$11.1M +$660K +3,611 +6%
KV
314
Kickstand Ventures
New York
$11.1M +$812K +4,441 +8%
HWM
315
Hobbs Wealth Management
Indiana
$10.9M +$1.77M +9,674 +19%
FAM
316
Forte Asset Management
New York
$10.9M -$475K -2,596 -4%
GCWM
317
Guided Capital Wealth Management
Texas
$10.9M -$122K -669 -1%
GA
318
GSG Advisors
New Jersey
$10.7M +$295K +1,616 +3%
SF
319
Summit Financial
New Jersey
$10.7M -$27.4M -150,080 -72%
SW
320
StrongBox Wealth
Missouri
$10.7M +$372K +2,036 +4%
FFWA
321
Forthright Family Wealth Advisory
Texas
$10.7M -$226K -1,237 -2%
HSBC Holdings
322
HSBC Holdings
United Kingdom
$10.6M -$1.6M -8,726 -13%
PPWP
323
Premier Path Wealth Partners
New Jersey
$10.5M +$496K +2,713 +5%
RA
324
RFG Advisory
Alabama
$10.5M -$1.1M -6,019 -9%
SPC
325
Sigma Planning Corp
Michigan
$10.5M -$3.26M -17,858 -24%
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