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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 %
AC
401
Allstate Corporation
Illinois
$6.9M – – –
CWM
402
Centurion Wealth Management
Virginia
$6.85M – – –
EPW
403
Endeavor Private Wealth
Kansas
$6.82M +$2.85M +16,693 +72%
RWP
404
Ridgeline Wealth Planning
Ohio
$6.82M +$77.9K +456 +1%
RTL
405
Red Tortoise LLC
Georgia
$6.79M +$13.2K +77 +0.2%
Lido Advisors
406
Lido Advisors
California
$6.75M -$223K -1,303 -3%
AR
407
Apeiron RIA
Texas
$6.73M -$4.39M -25,685 -39%
TF
408
Theory Financial
Colorado
$6.7M -$2.96M -17,319 -31%
Northern Trust
409
Northern Trust
Illinois
$6.7M -$548K -3,205 -8%
VA
410
Vident Advisory
Georgia
$6.69M +$396K +2,319 +6%
JWCA
411
J.W. Cole Advisors
Florida
$6.66M +$1.35M +7,907 +25%
LAS
412
Legacy Advisory Services
Pennsylvania
$6.65M +$6.65M +38,907 New
LCC
413
Lincoln Capital Corp
Rhode Island
$6.64M -$1.49M -8,707 -18%
PLU
414
Performa Ltd (US)
South Carolina
$6.59M +$1.16M +6,807 +21%
FFS
415
Founders Financial Securities
Maryland
$6.55M -$5.36M -31,944 -45%
SVWG
416
Shared Vision Wealth Group
United States
$6.52M +$408K +2,390 +7%
BAM
417
BOS Asset Management
Illinois
$6.52M +$210K +1,228 +3%
LWA
418
Lifelong Wealth Advisors
Minnesota
$6.51M +$549K +3,212 +9%
GWP
419
Gen-Wealth Partners
Michigan
$6.48M +$421K +2,464 +7%
CWM
420
Cabot Wealth Management
Massachusetts
$6.47M -$80.5K -471 -1%
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$6.47M +$910K +5,324 +16%
SAS
422
Sage Advisory Services
Texas
$6.44M -$2.61M -15,289 -29%
BBA
423
Braun-Bostich & Associates
Pennsylvania
$6.43M +$305K +1,786 +5%
AL
424
ADE LLC
Maryland
$6.25M +$439K +2,571 +8%
RSWM
425
Robertson Stephens Wealth Management
California
$6.2M +$49.4K +289 +0.8%
15 16
17
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