QUAL icon

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 %
KWS
451
Keystone Wealth Services
California
$5.52M +$17.2K +94 +0.3%
AC
452
AlphaCore Capital
California
$5.52M -$53.9K -295 -1%
PPWM
453
PFG Private Wealth Management
Florida
$5.52M +$126K +687 +2%
GWP
454
Gateway Wealth Partners
Wisconsin
$5.48M +$886K +4,845 +19%
HPM
455
Hoxton Planning & Management
West Virginia
$5.43M +$54.5K +298 +1%
TA
456
TruWealth Advisors
Louisiana
$5.43M +$691K +3,778 +15%
WWG
457
West Wealth Group
California
$5.43M +$309K +1,669 +6%
PCIG
458
Partners Capital Investment Group
Massachusetts
$5.42M -$13.1M -71,749 -71%
MLA
459
My Legacy Advisors
Oregon
$5.4M +$173K +935 +3%
ISFAN
460
Investor's Fiduciary Advisor Network
Washington
$5.39M -$102K -556 -2%
IC
461
Inscription Capital
Texas
$5.39M -$659K -3,605 -11%
TC
462
Trust Company
Kansas
$5.38M +$974K +5,330 +22%
WWM
463
Western Wealth Management
Colorado
$5.38M -$254K -1,387 -4%
ACM
464
Avalon Capital Management
California
$5.37M -$104K -569 -2%
WIA
465
World Investment Advisors
California
$5.35M -$293K -1,604 -5%
EFG
466
Ethos Financial Group
Pennsylvania
$5.34M -$51.2K -280 -1%
SAG
467
SageView Advisory Group
California
$5.24M -$224K -1,197 -4%
IAA
468
Ironsides Asset Advisors
North Carolina
$5.23M -$4.35M -23,789 -45%
BRWA
469
B. Riley Wealth Advisors
Florida
$5.21M +$5.21M +28,482 New
TSWM
470
Tyler-Stone Wealth Management
Ohio
$5.17M +$383K +2,096 +8%
VPP
471
Vertex Planning Partners
Illinois
$5.17M +$659K +3,607 +15%
BCG
472
Breakwater Capital Group
New Jersey
$5.13M +$446K +2,441 +10%
CC
473
Copperleaf Capital
North Carolina
$5.13M +$146K +798 +3%
GM
474
GeoWealth Management
Illinois
$5.1M -$80.4K -440 -2%
FEG
475
Financial Enhancement Group
Indiana
$5.08M -$83.3K -453 -2%
17 18
19
20 21