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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,471 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, 487 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+22
Holders Change %
+1.52%
% 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
487
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 %
Raymond James Financial
26
Raymond James Financial
Florida
$362M +$1.78M +9,729 +0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$332M -$4.04M -22,085 -1%
Stifel Financial
28
Stifel Financial
Missouri
$325M +$3.26M +17,827 +1%
Charles Schwab
29
Charles Schwab
California
$306M +$306M +1,673,633 New
HTC
30
Haverford Trust Company
Pennsylvania
$295M +$16M +87,302 +6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$291M +$38.6M +211,222 +15%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$287M +$3.63M +19,878 +1%
SCM
33
SCS Capital Management
Massachusetts
$283M +$61.2M +334,490 +28%
KIM
34
Kestra Investment Management
Texas
$278M +$138M +782,445 +99%
HighTower Advisors
35
HighTower Advisors
Illinois
$245M -$17.1M -93,660 -7%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$230M -$6.18M -33,831 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$227M -$7.6M -42,534 -3%
WBG
38
Wharton Business Group
Pennsylvania
$221M -$7.28M -39,845 -3%
NA
39
NewEdge Advisors
Louisiana
$215M +$8.61M +47,085 +4%
MMA
40
Miracle Mile Advisors
California
$210M -$18.7M -102,048 -8%
IWC
41
Integrated Wealth Concepts
Massachusetts
$202M -$1.34M -7,326 -0.7%
OIA
42
OneDigital Investment Advisors
Kansas
$202M -$9.72M -53,186 -5%
CWM
43
Connecticut Wealth Management
Connecticut
$194M -$7.19M -39,345 -4%
Two Sigma Investments
44
Two Sigma Investments
New York
$177M +$67M +366,300 +61%
EWM
45
Empirical Wealth Management
Washington
$174M -$8.71M -47,643 -5%
FIA
46
Foundations Investment Advisors
Arizona
$156M +$18.7M +102,231 +14%
JC
47
JB Capital
Connecticut
$150M +$7.86M +43,017 +6%
SFG
48
SNS Financial Group
Minnesota
$142M +$3.71M +20,271 +3%
SF
49
Synovus Financial
Georgia
$135M +$5.43M +29,726 +4%
FG
50
Foster Group
Iowa
$126M +$2.39M +13,093 +2%
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