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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 %
C1AG
426
Client 1st Advisory Group
Florida
$6.4M +$112K +614 +2%
Mirae Asset Global Investments
427
Mirae Asset Global Investments
South Korea
$6.4M -$6.4M -35,000 -50%
RSWM
428
Robertson Stephens Wealth Management
California
$6.31M -$328K -1,794 -5%
MCM
429
MAI Capital Management
Ohio
$6.28M -$226K -1,235 -3%
ONB
430
Old National Bancorp
Indiana
$6.19M +$522K +2,853 +9%
FCP
431
Fidelis Capital Partners
Florida
$6.08M -$755K -4,072 -11%
DL
432
DOHJ LLC
Washington
$6.07M +$2.67M +16,324 +79%
SWM
433
Sculati Wealth Management
Michigan
$6.03M +$6.03M +32,970 New
FRA
434
FFG Retirement Advisors
Colorado
$6.01M +$1.03M +5,618 +21%
VIM
435
Vista Investment Management
Pennsylvania
$6M +$52.8K +289 +0.9%
UW
436
Unique Wealth
Florida
$5.99M +$1.4M +7,655 +30%
CA
437
Capital Advantage
California
$5.98M +$920K +5,034 +18%
CCA
438
Cora Capital Advisors
New Jersey
$5.95M -$392K -2,142 -6%
LGW
439
Leslie Global Wealth
Illinois
$5.94M -$2.41M -13,193 -29%
KCM
440
KM Capital Management
Texas
$5.89M +$742K +4,058 +14%
VT
441
Vise Technologies
New York
$5.87M +$5.87M +32,082 New
MSA
442
Marino Stram & Associates
Massachusetts
$5.84M +$305K +1,667 +6%
QCM
443
Quantinno Capital Management
New York
$5.78M +$3.51M +19,222 +155%
APA
444
Astoria Portfolio Advisors
New York
$5.75M +$301K +1,615 +6%
AQR Capital Management
445
AQR Capital Management
Connecticut
$5.58M +$1.99M +10,868 +55%
AC
446
Avant Capital
Louisiana
$5.58M -$38.9K -213 -0.7%
AC
447
Annandale Capital
Texas
$5.54M +$903K +4,938 +19%
WFS
448
WealthGarden F.S.
California
$5.53M -$730K -3,963 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
449
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.52M +$5.52M +30,200 New
CIA
450
Capital Investment Advisors
Georgia
$5.52M +$409K +2,239 +8%
16 17
18
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