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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 %
YWM
376
Yoder Wealth Management
California
$8.14M -$188K -1,033 -2%
JWCA
377
J.W. Cole Advisors
Florida
$8.08M +$950K +5,196 +13%
RHP
378
Royal Harbor Partners
Texas
$8.03M -$67.5K -369 -0.8%
MOS
379
MGO One Seven
Ohio
$8.01M +$6.58M +35,986 +459%
First Trust Advisors
380
First Trust Advisors
Illinois
$7.94M -$309K -1,690 -4%
CWM
381
Certus Wealth Management
California
$7.93M +$146K +799 +2%
SPAS
382
Spectrum Planning & Advisory Services
California
$7.92M -$613K -3,353 -7%
FWP
383
Firethorn Wealth Partners
Georgia
$7.92M +$128K +698 +2%
PSCM
384
Per Stirling Capital Management
Texas
$7.87M +$1.26M +6,881 +19%
LWA
385
Lifelong Wealth Advisors
Minnesota
$7.81M +$840K +4,597 +12%
PWM
386
PMG Wealth Management
Illinois
$7.72M +$266K +1,453 +4%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$7.71M +$289K +1,580 +4%
NL
388
Nuveen LLC
North Carolina
$7.69M – – –
VA
389
Vident Advisory
Georgia
$7.68M +$525K +2,873 +7%
OWCM
390
One Wealth Capital Management
Arizona
$7.65M +$240K +1,312 +3%
SIM
391
SSI Investment Management
California
$7.65M +$3.11M +17,001 +68%
PI
392
PineBridge Investments
New York
$7.53M +$4.4M +24,042 +140%
AAS
393
Annex Advisory Services
Wisconsin
$7.44M -$632K -3,458 -8%
FFS
394
Founders Financial Securities
Maryland
$7.44M +$299K +1,636 +4%
GWP
395
Gen-Wealth Partners
Michigan
$7.42M +$491K +2,685 +7%
BAM
396
BOS Asset Management
Illinois
$7.41M +$434K +2,376 +6%
PLU
397
Performa Ltd (US)
South Carolina
$7.37M +$318K +1,741 +5%
PFGIA
398
Patriot Financial Group Insurance Agency
Massachusetts
$7.35M +$433K +2,368 +6%
AL
399
ADE LLC
Maryland
$7.23M +$552K +3,022 +8%
WC
400
Waterloo Capital
Texas
$7.23M -$5.57M -30,484 -44%
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