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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 %
SVWG
401
Shared Vision Wealth Group
United States
$7.19M +$167K +908 +2%
LAS
402
Legacy Advisory Services
Pennsylvania
$7.13M +$14.3K +78 +0.2%
AA
403
Armis Advisers
Georgia
$7.12M +$1.08M +5,879 +18%
ECA
404
Elevation Capital Advisory
Oregon
$7.09M +$7.09M +38,757 New
CWM
405
Cabot Wealth Management
Massachusetts
$7.07M +$153K +835 +2%
BBA
406
Braun-Bostich & Associates
Pennsylvania
$7.06M +$184K +1,006 +3%
LCC
407
Lincoln Capital Corp
Rhode Island
$7.04M -$58.9K -322 -0.8%
WIM
408
WealthPlan Investment Management
Nebraska
$7.04M +$7.04M +38,502 New
SAS
409
Sage Advisory Services
Texas
$7.01M +$117K +638 +2%
FAM
410
Formidable Asset Management
Ohio
$7M – – –
VCP
411
Verus Capital Partners
Arizona
$6.97M +$470K +2,573 +7%
IFA
412
Interactive Financial Advisors
Illinois
$6.92M -$466K -2,551 -6%
LF
413
Lantz Financial
Illinois
$6.87M +$435K +2,378 +7%
BCM
414
Boreal Capital Management
Florida
$6.84M +$6.84M +37,425 New
TAM
415
Titleist Asset Management
Texas
$6.84M +$527K +2,885 +8%
AFG
416
Atomi Financial Group
New York
$6.73M +$1.43M +7,837 +27%
AWE
417
Avidian Wealth Enterprises
Texas
$6.71M +$310K +1,695 +5%
Lido Advisors
418
Lido Advisors
California
$6.71M -$512K -2,798 -7%
SC
419
Soundwatch Capital
Connecticut
$6.67M +$6.66M +2,434,556 +72,285%
GSWM
420
Golden State Wealth Management
California
$6.64M +$915K +5,007 +16%
GWANC
421
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.56M +$34.2K +187 +0.5%
LIM
422
Leavell Investment Management
Alabama
$6.54M -$91.6K -501 -1%
BWMG
423
Barnes Wealth Management Group
California
$6.49M +$419K +2,293 +7%
MYIA
424
Mount Yale Investment Advisors
Colorado
$6.46M -$6.4K -35 -0.1%
PCA
425
Peddock Capital Advisors
Massachusetts
$6.45M +$2.65M +14,468 +70%
15 16
17
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