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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
19.72%
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 %
CAAM
476
Cornerstone Advisors Asset Management
Pennsylvania
$5.06M -$178K -973 -3%
RFA
477
Rollins Financial Advisors
New York
$5M -$490K -2,681 -9%
AF
478
Apollon Financial
South Carolina
$4.96M +$302K +1,654 +6%
WF
479
Warner Financial
Maryland
$4.96M -$140K -765 -3%
AMM
480
American Money Management
California
$4.95M +$723K +3,956 +17%
AWM
481
Alterna Wealth Management
Texas
$4.92M +$20.5K +112 +0.4%
William Blair & Company
482
William Blair & Company
Illinois
$4.92M +$765K +4,187 +18%
AC
483
Avestar Capital
New York
$4.88M -$110K -602 -2%
FIM
484
Freedom Investment Management
Connecticut
$4.84M -$236K -1,290 -5%
O3W
485
Omni 360 Wealth
New Jersey
$4.79M +$97.3K +532 +2%
LJAC
486
L.J. Altfest & Co
New York
$4.79M +$3.86M +21,110 +415%
PFS
487
Prospera Financial Services
Texas
$4.75M +$383K +2,092 +9%
HWA
488
HMV Wealth Advisors
Louisiana
$4.72M +$4.72M +25,845 New
TC
489
Tacita Capital
Ontario, Canada
$4.72M +$49.2K +269 +1%
WFAG
490
Worth Financial Advisory Group
North Carolina
$4.67M -$25.8K -141 -0.5%
RTL
491
Red Tortoise LLC
Georgia
$4.67M -$2.59M -14,183 -36%
PIA
492
Panoramic Investment Advisors
Colorado
$4.67M -$143K -781 -3%
MCC
493
Money Concepts Capital
Florida
$4.67M -$4.47M -24,449 -49%
ICP
494
Interchange Capital Partners
Pennsylvania
$4.64M +$266K +1,457 +6%
SFM
495
Signet Financial Management
New Jersey
$4.61M +$940K +5,139 +26%
Natixis Advisors
496
Natixis Advisors
Massachusetts
$4.51M +$713K +3,902 +19%
FCM
497
Fortis Capital Management
Washington
$4.5M +$9.69K +53 +0.2%
MG
498
Mather Group
Illinois
$4.45M +$178K +974 +4%
AWM
499
Aries Wealth Management
Maine
$4.44M -$587K -3,209 -12%
RFP
500
RCS Financial Planning
Maryland
$4.43M +$403K +2,204 +10%
18 19
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