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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 %
KCM
476
KM Capital Management
Texas
$4.81M -$446K -2,607 -8%
APA
477
Astoria Portfolio Advisors
New York
$4.79M -$432K -2,638 -8%
CIA
478
Capital Investment Advisors
Georgia
$4.78M +$881K +5,158 +23%
WF
479
Warner Financial
Maryland
$4.77M +$8.54K +50 +0.2%
FIM
480
Freedom Investment Management
Connecticut
$4.75M +$629K +3,680 +15%
WWG
481
West Wealth Group
California
$4.73M -$138K -806 -3%
AWM
482
Aries Wealth Management
Maine
$4.7M -$161K -944 -3%
SQA
483
Simon Quick Advisors
New Jersey
$4.69M -$58.4K -342 -1%
AC
484
Avestar Capital
New York
$4.67M -$413K -2,418 -8%
FRA
485
FFG Retirement Advisors
Colorado
$4.66M -$177K -1,033 -4%
CC
486
Copperleaf Capital
North Carolina
$4.66M +$581K +3,402 +14%
AWM
487
Alterna Wealth Management
Texas
$4.58M +$803K +4,698 +21%
AIA
488
Arrow Investment Advisors
Maryland
$4.56M -$394K -2,306 -8%
FEG
489
Financial Enhancement Group
Indiana
$4.54M +$188K +1,163 +4%
BIM
490
Bridges Investment Management
Nebraska
$4.52M – – –
PIA
491
Panoramic Investment Advisors
Colorado
$4.5M -$143K -839 -3%
TSWM
492
Tyler-Stone Wealth Management
Ohio
$4.48M -$139K -812 -3%
TA
493
TruWealth Advisors
Louisiana
$4.43M +$357K +2,089 +9%
WFAG
494
Worth Financial Advisory Group
North Carolina
$4.39M -$94.5K -553 -2%
O3W
495
Omni 360 Wealth
New Jersey
$4.39M +$125K +729 +3%
BCG
496
Breakwater Capital Group
New Jersey
$4.38M +$472K +2,760 +12%
TC
497
Tacita Capital
Ontario, Canada
$4.37M +$1.03K +6 +0%
AF
498
Apollon Financial
South Carolina
$4.35M +$200K +1,172 +5%
AC
499
Annandale Capital
Texas
$4.34M -$2.05K -12 -0%
UW
500
Unique Wealth
Florida
$4.3M +$2.28M +13,361 +113%
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