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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,448 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 99 funds opening new positions, 693 increasing their positions, 461 reducing their positions, and 86 closing their positions.

Holders
1,448
Holders Change
-20
Holders Change %
-1.36%
% of All Funds
19.67%
Holding in Top 10
246
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.91%
% of All Funds
3.34%
New
99
Increased
693
Reduced
461
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$462M
3
LPL Financial
3
LPL Financial
California
$3.11B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$323M
5
OWM
5
Orgel Wealth Management
Wisconsin
$322M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
HI
2
Horizon Investments
North Carolina
$4.09M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$236M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$437M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.65B
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$323M 1,891,522 +1,287,922 +213%
OWM
27
Orgel Wealth Management
Wisconsin
$322M 1,883,917 +601,089 +47%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$314M 1,837,838 +108,955 +6%
Stifel Financial
29
Stifel Financial
Missouri
$301M 1,759,878 +144,914 +9%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$265M 1,548,765 +77,378 +5%
HTC
31
Haverford Trust Company
Pennsylvania
$260M 1,523,930 +141,446 +10%
HighTower Advisors
32
HighTower Advisors
Illinois
$245M 1,436,312 +25,603 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$236M 1,382,102 -763,982 -36%
Osaic Holdings
34
Osaic Holdings
Arizona
$225M 1,314,703 -173,614 -12%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$220M 1,289,584 -51,672 -4%
WBG
36
Wharton Business Group
Pennsylvania
$214M 1,251,388 -3,106 -0.2%
MMA
37
Miracle Mile Advisors
California
$214M 1,250,062 +26,182 +2%
SCM
38
SCS Capital Management
Massachusetts
$207M 1,212,303 +286,200 +31%
OIA
39
OneDigital Investment Advisors
Kansas
$198M 1,156,581 +109,730 +10%
NA
40
NewEdge Advisors
Louisiana
$193M 1,128,579 +171,220 +18%
IWC
41
Integrated Wealth Concepts
Massachusetts
$190M 1,113,403 -33,761 -3%
CWM
42
Connecticut Wealth Management
Connecticut
$188M 1,100,109 -500,371 -31%
EWM
43
Empirical Wealth Management
Washington
$171M 997,825 +39,476 +4%
KIM
44
Kestra Investment Management
Texas
$135M 788,617 +188,492 +31%
JC
45
JB Capital
Connecticut
$133M 776,355 +158,806 +26%
SFG
46
SNS Financial Group
Minnesota
$129M 755,102 +10,996 +1%
FIA
47
Foundations Investment Advisors
Arizona
$128M 751,386 +58,444 +8%
SF
48
Synovus Financial
Georgia
$122M 711,004 +308,787 +77%
FG
49
Foster Group
Iowa
$115M 674,001 +16,730 +3%
PCIA
50
Prime Capital Investment Advisors
Kansas
$114M 666,512 +190,781 +40%
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