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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 %
EFL
326
ERn Financial LLC
Wisconsin
$10.5M -$231K -1,261 -2%
UWPG
327
Ullmann Wealth Partners Group
Florida
$10.2M -$477K -2,611 -4%
SWM
328
SigFig Wealth Management
California
$10.2M +$231K +1,271 +2%
FFA
329
First Foundation Advisors
California
$10.2M +$1.96M +10,701 +24%
SF
330
SWP Financial
California
$10.1M +$700K +3,829 +7%
JCM
331
Jacobi Capital Management
Pennsylvania
$9.97M -$171K -934 -2%
MIH
332
Meitav Investment House
Israel
$9.97M +$65K +356 +0.7%
AC
333
Allstate Corporation
Illinois
$9.93M +$2.56M +13,981 +35%
CIAS
334
Capital Investment Advisory Services
North Carolina
$9.93M -$4.33M -23,666 -30%
DWT
335
Dorsey & Whitney Trust
South Dakota
$9.89M +$107K +584 +1%
AWA
336
Adapt Wealth Advisors
Georgia
$9.79M +$232K +1,268 +2%
BEC
337
Blue Edge Capital
Virginia
$9.69M -$527K -2,882 -5%
SCM
338
SOL Capital Management
Maryland
$9.65M -$1.43M -7,828 -13%
Citadel Advisors
339
Citadel Advisors
Florida
$9.51M +$8.57M +46,889 +911%
SWM
340
Spire Wealth Management
Virginia
$9.51M -$3.08M -16,859 -24%
AAIM
341
Asset Advisors Investment Management
Georgia
$9.47M -$109K -597 -1%
SCM
342
Stonehearth Capital Management
Massachusetts
$9.44M -$315K -1,724 -3%
CAG
343
Crestwood Advisors Group
Massachusetts
$9.44M +$849K +4,645 +10%
SWM
344
Stark Wealth Management
Pennsylvania
$9.39M +$9.39M +52,960 New
AC
345
ASB Consultores
Florida
$9.36M – – –
Brown Advisory
346
Brown Advisory
Maryland
$9.22M +$159K +868 +2%
MCA
347
Magnolia Capital Advisors
Mississippi
$9.17M +$7.92M +43,319 +633%
QPWM
348
Quadrant Private Wealth Management
Pennsylvania
$9.11M +$877K +4,796 +11%
NFC
349
Northeast Financial Consultants
Connecticut
$9.09M -$51.2K -280 -0.6%
SF
350
Symphony Financial
Texas
$9.07M +$3.57M +22,656 +65%
12 13
14
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