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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 %
SCM
351
Stonehearth Capital Management
Massachusetts
$9.12M -$176K -1,027 -2%
AAIM
352
Asset Advisors Investment Management
Georgia
$8.96M +$438K +2,565 +5%
IAA
353
Ironsides Asset Advisors
North Carolina
$8.95M +$1.16M +6,771 +15%
AWA
354
Adapt Wealth Advisors
Georgia
$8.94M +$332K +1,941 +4%
SF
355
SWP Financial
California
$8.8M +$1.66M +9,735 +23%
AWA
356
ARQ Wealth Advisors
Arizona
$8.77M -$1.03M -6,055 -11%
CAL
357
Capital Analysts LLC
Pennsylvania
$8.76M +$1.96M +11,459 +29%
AC
358
ASB Consultores
Florida
$8.75M -$6.2M -36,285 -41%
JE
359
JMAC Enterprises
Pennsylvania
$8.57M +$302K +1,769 +4%
HWM
360
Hobbs Wealth Management
Indiana
$8.57M +$913K +5,345 +12%
NFC
361
Northeast Financial Consultants
Connecticut
$8.54M +$495K +2,899 +6%
MCC
362
Money Concepts Capital
Florida
$8.54M -$2.18M -12,747 -20%
Brown Advisory
363
Brown Advisory
Maryland
$8.47M -$959K -5,609 -10%
TVAMP
364
Tennessee Valley Asset Management Partners
Tennessee
$8.44M +$376K +2,199 +5%
TVM
365
True Vision MN
Minnesota
$8.26M +$1.15M +6,721 +16%
ASN
366
Advisory Services Network
Georgia
$8.16M +$859K +5,024 +12%
CA
367
CoreCap Advisors
Michigan
$8.15M +$1.89M +11,040 +30%
KAS
368
KPP Advisory Services
Kentucky
$8.14M +$3.01M +17,594 +59%
MAG
369
MRA Advisory Group
New Jersey
$8.06M +$424K +2,484 +6%
BRWM
370
Blue Rock Wealth Management
North Carolina
$8.04M -$190K -1,111 -2%
CAG
371
Crestwood Advisors Group
Massachusetts
$8.03M +$469K +2,746 +6%
SPAS
372
Spectrum Planning & Advisory Services
California
$7.98M +$838K +4,904 +12%
CG
373
Cynosure Group
Utah
$7.91M -$237K -1,387 -3%
FLA
374
Financial Life Advisors
Texas
$7.85M +$17.1K +100 +0.2%
HC
375
Hoese & Co
Minnesota
$7.81M -$41.2K -241 -0.5%
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