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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 %
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$7.81M -$1.96M -11,486 -20%
LGW
377
Leslie Global Wealth
Illinois
$7.8M +$2.84M +16,643 +57%
YWM
378
Yoder Wealth Management
California
$7.8M -$94K -552 -1%
FFA
379
First Foundation Advisors
California
$7.71M +$2.6M +15,186 +51%
First Trust Advisors
380
First Trust Advisors
Illinois
$7.71M +$687K +4,018 +10%
QPWM
381
Quadrant Private Wealth Management
Pennsylvania
$7.69M +$1.47M +8,578 +24%
HI
382
Harbour Investments
Wisconsin
$7.58M +$590K +3,451 +8%
RHP
383
Royal Harbor Partners
Texas
$7.57M -$229K -1,340 -3%
AAS
384
Annex Advisory Services
Wisconsin
$7.55M -$490K -2,866 -6%
SW
385
Simplicity Wealth
New Jersey
$7.54M +$5.83M +34,117 +341%
MA
386
Mutual Advisors
Nebraska
$7.54M -$84.5K -504 -1%
CWM
387
Certus Wealth Management
California
$7.51M +$967K +5,482 +15%
GWM
388
Geneos Wealth Management
Colorado
$7.47M +$3.79M +22,205 +103%
ETC
389
Exchange Traded Concepts
Oklahoma
$7.39M +$325K +1,904 +5%
Citigroup
390
Citigroup
New York
$7.37M -$2.09M -12,256 -22%
MCM
391
M1 Capital Management
Michigan
$7.34M +$199K +1,167 +3%
Tudor Investment Corp
392
Tudor Investment Corp
Connecticut
$7.32M +$7.32M +42,826 New
FWP
393
Firethorn Wealth Partners
Georgia
$7.28M +$750K +4,389 +11%
NL
394
Nuveen LLC
North Carolina
$7.26M +$7.26M +42,462 New
FAM
395
Formidable Asset Management
Ohio
$7M +$114K +666 +2%
HCM
396
Highview Capital Management
Illinois
$6.98M +$658K +3,851 +10%
PWM
397
PMG Wealth Management
Illinois
$6.97M +$107K +625 +2%
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$6.94M -$406K -2,376 -6%
OWCM
399
One Wealth Capital Management
Arizona
$6.93M +$769K +4,499 +12%
IFA
400
Interactive Financial Advisors
Illinois
$6.91M +$250K +1,461 +4%
14 15
16
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