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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 %
LIM
426
Leavell Investment Management
Alabama
$6.2M +$75K +439 +1%
FCP
427
Fidelis Capital Partners
Florida
$6.18M +$60.2K +359 +1%
PSCM
428
Per Stirling Capital Management
Texas
$6.18M -$57.8K -338 -0.9%
CFS
429
Commonwealth Financial Services
West Virginia
$6.11M +$584K +3,419 +11%
TPWA
430
Twin Peaks Wealth Advisors
California
$6.11M +$1.25M +7,609 +26%
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.1M +$80.3K +470 +1%
MCM
432
MAI Capital Management
Ohio
$6.08M +$142K +833 +2%
VCP
433
Verus Capital Partners
Arizona
$6.08M +$637K +3,726 +12%
MYIA
434
Mount Yale Investment Advisors
Colorado
$6.04M +$494K +2,892 +9%
LF
435
Lantz Financial
Illinois
$6.02M +$801K +4,690 +15%
AWE
436
Avidian Wealth Enterprises
Texas
$5.99M +$470K +2,749 +9%
CCA
437
Cora Capital Advisors
New Jersey
$5.93M -$3.25K -19 -0.1%
TAM
438
Titleist Asset Management
Texas
$5.9M +$550K +3,220 +10%
C1AG
439
Client 1st Advisory Group
Florida
$5.88M +$250K +1,464 +4%
WFS
440
WealthGarden F.S.
California
$5.81M -$75.4K -441 -1%
SF
441
Symphony Financial
Texas
$5.76M -$2.38M -14,403 -29%
AG
442
AlTi Global
New York
$5.71M +$536K +3,134 +10%
BWMG
443
Barnes Wealth Management Group
California
$5.67M -$49.9K -292 -0.9%
NCM
444
Northwest Capital Management
Oregon
$5.62M -$1.19M -6,991 -18%
TWC
445
TD Waterhouse Canada
Ontario, Canada
$5.59M -$4.76M -27,777 -46%
AA
446
Armis Advisers
Georgia
$5.59M +$2.5M +14,714 +81%
FGA
447
Fortis Group Advisors
New Jersey
$5.58M -$567K -3,316 -9%
VIM
448
Vista Investment Management
Pennsylvania
$5.55M +$12.8K +75 +0.2%
IC
449
Inscription Capital
Texas
$5.43M +$5.43M +33,068 New
GSWM
450
Golden State Wealth Management
California
$5.35M +$1.2M +7,022 +29%
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