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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
OCBCO
301
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.4M
WGC
302
Watts Gwilliam & Co
Arizona
$12.4M
FFG
303
Foundry Financial Group
New Hampshire
$12.4M
MWM
304
McNaughton Wealth Management
California
$12.2M
CFO
305
Custos Family Office
Texas
$12.2M
WQ
306
Wealth Quarterback
New Jersey
$12.2M
SRC
307
Shufro Rose & Co
New York
$12.1M
WTFG
308
Wood Tarver Financial Group
Idaho
$12M
EC
309
EdgeRock Capital
Colorado
$12M
GIA
310
Gladstone Institutional Advisory
Florida
$11.9M
5W
311
5T Wealth
California
$11.6M
FPW
312
Flagship Private Wealth
Massachusetts
$11.5M
ETC
313
Exchange Traded Concepts
Oklahoma
$11.1M
CWG
314
Crown Wealth Group
North Carolina
$11.1M
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$11.1M
KV
316
Kickstand Ventures
New York
$11.1M
HWM
317
Hobbs Wealth Management
Indiana
$10.9M
FAM
318
Forte Asset Management
New York
$10.9M
GCWM
319
Guided Capital Wealth Management
Texas
$10.9M
GA
320
GSG Advisors
New Jersey
$10.7M
SF
321
Summit Financial
New Jersey
$10.7M
SW
322
StrongBox Wealth
Missouri
$10.7M
FFWA
323
Forthright Family Wealth Advisory
Texas
$10.7M
HSBC Holdings
324
HSBC Holdings
United Kingdom
$10.6M
PPWP
325
Premier Path Wealth Partners
New Jersey
$10.5M