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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,470 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, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,470
Holders Change
+21
Holders Change %
+1.45%
% 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
486
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 %
TVM
351
True Vision MN
Minnesota
$9.04M +$198K +1,085 +2%
CA
352
CoreCap Advisors
Michigan
$9.03M +$309K +1,689 +4%
ASN
353
Advisory Services Network
Georgia
$8.99M +$200K +1,085 +2%
KAS
354
KPP Advisory Services
Kentucky
$8.96M +$252K +1,379 +3%
NYLIM
355
New York Life Investment Management
New York
$8.94M -$2.99M -16,348 -25%
WA
356
WBH Advisory
Maryland
$8.93M -$2.33M -12,730 -21%
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$8.88M +$531K +2,903 +6%
GP
358
Geneva Partners
Wisconsin
$8.88M -$1M -5,473 -10%
HI
359
Harbour Investments
Wisconsin
$8.87M +$768K +4,200 +9%
AWA
360
ARQ Wealth Advisors
Arizona
$8.77M – – –
MA
361
Mutual Advisors
Nebraska
$8.69M +$286K +1,529 +3%
RPCA
362
Running Point Capital Advisors
California
$8.67M -$2.37M -12,940 -21%
FLA
363
Financial Life Advisors
Texas
$8.64M +$242K +1,324 +3%
CWM
364
Centurion Wealth Management
Virginia
$8.59M +$1.55M +8,487 +22%
HCM
365
Highview Capital Management
Illinois
$8.56M +$1.09M +5,983 +15%
Northern Trust
366
Northern Trust
Illinois
$8.55M +$1.38M +7,560 +19%
MAG
367
MRA Advisory Group
New Jersey
$8.53M -$93.2K -510 -1%
CG
368
Cynosure Group
Utah
$8.5M +$32.2K +176 +0.4%
MCM
369
M1 Capital Management
Michigan
$8.42M +$561K +3,069 +7%
EPW
370
Endeavor Private Wealth
Kansas
$8.37M +$1.07M +5,842 +15%
TF
371
Theory Financial
Colorado
$8.34M +$1.12M +6,091 +16%
HC
372
Hoese & Co
Minnesota
$8.33M -$22.5K -123 -0.3%
TPWA
373
Twin Peaks Wealth Advisors
California
$8.25M +$1.3M +6,946 +19%
Citigroup
374
Citigroup
New York
$8.19M +$305K +1,666 +4%
FPAS
375
Focus Partners Advisor Solutions
Missouri
$8.16M +$4.84M +26,488 +146%
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