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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 %
WA
326
WBH Advisory
Maryland
$10.5M -$1.85M -10,820 -15%
Jane Street
327
Jane Street
New York
$10.4M +$9.22M +53,948 +775%
5W
328
5T Wealth
California
$10.4M -$1.73M -10,135 -14%
SCM
329
SOL Capital Management
Maryland
$10.4M +$497K +2,910 +5%
RPCA
330
Running Point Capital Advisors
California
$10.3M -$77.8K -455 -0.7%
FPW
331
Flagship Private Wealth
Massachusetts
$10.3M +$1.04M +6,063 +11%
GCWM
332
Guided Capital Wealth Management
Texas
$10.3M +$240K +1,405 +2%
ATPW
333
Ashton Thomas Private Wealth
Arizona
$10.3M +$510K +2,986 +5%
FFWA
334
Forthright Family Wealth Advisory
Texas
$10.2M +$179K +1,046 +2%
UWPG
335
Ullmann Wealth Partners Group
Florida
$10M -$67.8K -397 -0.7%
EFL
336
ERn Financial LLC
Wisconsin
$10M -$714K -4,177 -7%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$9.76M -$119K -699 -1%
MBT
338
Montecito Bank & Trust
California
$9.74M +$264K +1,543 +3%
SW
339
StrongBox Wealth
Missouri
$9.66M +$460K +2,694 +5%
KV
340
Kickstand Ventures
New York
$9.62M -$2.26M -13,223 -19%
BEC
341
Blue Edge Capital
Virginia
$9.55M -$115K -674 -1%
JCM
342
Jacobi Capital Management
Pennsylvania
$9.48M -$168K -981 -2%
GA
343
GSG Advisors
New Jersey
$9.47M +$347K +2,095 +4%
AIA
344
Alternative Investment Advisors
Florida
$9.46M -$116K -676 -1%
PPWP
345
Premier Path Wealth Partners
New Jersey
$9.38M +$216K +1,264 +2%
SWM
346
SigFig Wealth Management
California
$9.35M +$1.33M +7,823 +17%
CWG
347
Crown Wealth Group
North Carolina
$9.33M -$1.04M -6,112 -10%
MIH
348
Meitav Investment House
Israel
$9.26M +$75.5K +442 +0.8%
GP
349
Geneva Partners
Wisconsin
$9.24M +$655K +3,830 +8%
DWT
350
Dorsey & Whitney Trust
South Dakota
$9.15M +$617K +3,608 +7%
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