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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 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 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$362M 1,978,421 +9,729 +0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$332M 1,815,753 -22,085 -1%
Stifel Financial
28
Stifel Financial
Missouri
$325M 1,777,705 +17,827 +1%
Charles Schwab
29
Charles Schwab
California
$306M 1,673,633 +1,673,633 New
HTC
30
Haverford Trust Company
Pennsylvania
$295M 1,611,232 +87,302 +6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$291M 1,593,324 +211,222 +15%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$287M 1,568,643 +19,878 +1%
SCM
33
SCS Capital Management
Massachusetts
$283M 1,546,793 +334,490 +28%
KIM
34
Kestra Investment Management
Texas
$278M 1,571,062 +782,445 +99%
HighTower Advisors
35
HighTower Advisors
Illinois
$245M 1,342,652 -93,660 -7%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$230M 1,255,753 -33,831 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$227M 1,272,169 -42,534 -3%
WBG
38
Wharton Business Group
Pennsylvania
$221M 1,211,543 -39,845 -3%
NA
39
NewEdge Advisors
Louisiana
$215M 1,175,664 +47,085 +4%
MMA
40
Miracle Mile Advisors
California
$210M 1,148,014 -102,048 -8%
IWC
41
Integrated Wealth Concepts
Massachusetts
$202M 1,106,077 -7,326 -0.7%
OIA
42
OneDigital Investment Advisors
Kansas
$202M 1,103,395 -53,186 -5%
CWM
43
Connecticut Wealth Management
Connecticut
$194M 1,060,764 -39,345 -4%
Two Sigma Investments
44
Two Sigma Investments
New York
$177M 967,300 +366,300 +61%
EWM
45
Empirical Wealth Management
Washington
$174M 950,182 -47,643 -5%
FIA
46
Foundations Investment Advisors
Arizona
$156M 853,617 +102,231 +14%
JC
47
JB Capital
Connecticut
$150M 819,372 +43,017 +6%
SFG
48
SNS Financial Group
Minnesota
$142M 775,373 +20,271 +3%
SF
49
Synovus Financial
Georgia
$135M 740,730 +29,726 +4%
FG
50
Foster Group
Iowa
$126M 687,094 +13,093 +2%
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