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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 %
ONB
451
Old National Bancorp
Indiana
$5.3M +$327K +1,912 +7%
WIA
452
World Investment Advisors
California
$5.28M +$154K +902 +3%
WWM
453
Western Wealth Management
Colorado
$5.27M +$403K +2,361 +8%
AC
454
Avant Capital
Louisiana
$5.25M +$15.4K +90 +0.3%
EFG
455
Ethos Financial Group
Pennsylvania
$5.25M – – –
RPSA
456
Richard P. Slaughter Associates
Texas
$5.22M -$16.9M -98,759 -76%
AC
457
AlphaCore Capital
California
$5.21M +$5.21M +30,478 New
DAS
458
Diversify Advisory Services
Utah
$5.21M -$324K -1,921 -6%
MSA
459
Marino Stram & Associates
Massachusetts
$5.18M +$90.7K +531 +2%
KWS
460
Keystone Wealth Services
California
$5.14M -$60.7K -355 -1%
RFA
461
Rollins Financial Advisors
New York
$5.14M -$305K -1,787 -6%
ISFAN
462
Investor's Fiduciary Advisor Network
Washington
$5.13M +$60.3K +353 +1%
ACM
463
Avalon Capital Management
California
$5.11M -$1.56M -9,107 -23%
PPWM
464
PFG Private Wealth Management
Florida
$5.04M +$163K +955 +3%
HPM
465
Hoxton Planning & Management
West Virginia
$5.03M +$601K +3,519 +14%
SAG
466
SageView Advisory Group
California
$5M +$52K +304 +1%
SFG
467
Shum Financial Group
California
$5M +$8.03K +47 +0.2%
LLWM
468
Life Line Wealth Management
California
$4.95M -$30.4M -178,162 -86%
AFG
469
Atomi Financial Group
New York
$4.95M -$271K -1,584 -5%
CA
470
Capital Advantage
California
$4.93M – – –
CAAM
471
Cornerstone Advisors Asset Management
Pennsylvania
$4.9M -$113K -659 -2%
GLA
472
Good Life Advisors
Pennsylvania
$4.88M -$201K -1,179 -4%
GM
473
GeoWealth Management
Illinois
$4.85M +$160K +937 +3%
MLA
474
My Legacy Advisors
Oregon
$4.83M +$559K +3,270 +13%
SG
475
Stanich Group
New York
$4.81M +$128K +751 +3%
17 18
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