QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,464 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 135 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,464
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
19.66%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
135
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
EFL
326
ERn Financial LLC
Wisconsin
$10.5M 57,349 -1,261 -2%
UWPG
327
Ullmann Wealth Partners Group
Florida
$10.2M 56,019 -2,611 -4%
SWM
328
SigFig Wealth Management
California
$10.2M 56,371 +1,271 +2%
FFA
329
First Foundation Advisors
California
$10.2M 55,846 +10,701 +24%
SF
330
SWP Financial
California
$10.1M 55,322 +3,829 +7%
JCM
331
Jacobi Capital Management
Pennsylvania
$9.97M 54,536 -934 -2%
MIH
332
Meitav Investment House
Israel
$9.97M 54,560 +356 +0.7%
AC
333
Allstate Corporation
Illinois
$9.93M 54,336 +13,981 +35%
CIAS
334
Capital Investment Advisory Services
North Carolina
$9.93M 54,303 -23,666 -30%
DWT
335
Dorsey & Whitney Trust
South Dakota
$9.89M 54,124 +584 +1%
AWA
336
Adapt Wealth Advisors
Georgia
$9.79M 53,556 +1,268 +2%
BEC
337
Blue Edge Capital
Virginia
$9.69M 52,997 -2,882 -5%
SCM
338
SOL Capital Management
Maryland
$9.65M 52,797 -7,828 -13%
Citadel Advisors
339
Citadel Advisors
Florida
$9.51M 52,037 +46,889 +911%
SWM
340
Spire Wealth Management
Virginia
$9.51M 52,000 -16,859 -24%
AAIM
341
Asset Advisors Investment Management
Georgia
$9.47M 51,816 -597 -1%
SCM
342
Stonehearth Capital Management
Massachusetts
$9.44M 51,657 -1,724 -3%
CAG
343
Crestwood Advisors Group
Massachusetts
$9.44M 51,630 +4,645 +10%
SWM
344
Stark Wealth Management
Pennsylvania
$9.39M 52,960 +52,960 New
AC
345
ASB Consultores
Florida
$9.36M 51,216 – –
Brown Advisory
346
Brown Advisory
Maryland
$9.22M 50,455 +868 +2%
MCA
347
Magnolia Capital Advisors
Mississippi
$9.17M 50,164 +43,319 +633%
QPWM
348
Quadrant Private Wealth Management
Pennsylvania
$9.11M 49,806 +4,796 +11%
NFC
349
Northeast Financial Consultants
Connecticut
$9.09M 49,721 -280 -0.6%
SF
350
Symphony Financial
Texas
$9.07M 57,552 +22,656 +65%
12 13
14
15 16