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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,470 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, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,470
Holders Change
+21
Holders Change %
+1.45%
% 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
486
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 %
SAM
501
Smartleaf Asset Management
Massachusetts
$4.42M +$1.36M +7,498 +45%
SG
502
Stanich Group
New York
$4.36M -$818K -4,448 -16%
SQA
503
Simon Quick Advisors
New Jersey
$4.35M -$664K -3,632 -13%
TWA
504
TCI Wealth Advisors
Arizona
$4.33M +$2.01K +11 +0%
GS
505
GTS Securities
New York
$4.32M +$4.32M +23,622 New
DC
506
Davenport & Co
Virginia
$4.29M +$869K +4,756 +25%
BIM
507
Bridges Investment Management
Nebraska
$4.28M -$550K -3,007 -11%
DAS
508
Diversify Advisory Services
Utah
$4.22M -$1.55M -8,296 -27%
PWM
509
Pacific Wealth Management
California
$4.21M +$45.7K +250 +1%
CWM
510
Cornerstone Wealth Management
Missouri
$4.16M +$54.8K +300 +1%
TCA
511
Transcend Capital Advisors
New Jersey
$4.09M +$912K +4,987 +29%
BFP
512
Beacon Financial Planning
Massachusetts
$4.09M -$149K -816 -4%
MFA
513
Millington Financial Advisors
Illinois
$4.09M -$214K -1,149 -5%
PTC
514
Private Trust Company
Ohio
$4.09M +$132K +722 +3%
AG
515
AlTi Global
New York
$4.07M -$2.04M -11,172 -33%
BFA
516
Beacon Financial Advisory
Ohio
$4.06M +$177K +969 +5%
TCM
517
Triumph Capital Management
Colorado
$4.05M +$2.19M +11,964 +117%
EWA
518
EP Wealth Advisors
California
$4.05M +$637K +3,484 +19%
PIA
519
Pinion Investment Advisors
Kansas
$4.03M -$528K -2,888 -12%
MWM
520
MorganRosel Wealth Management
Colorado
$3.99M -$344K -1,882 -8%
BFA
521
Brown Financial Advisors
Ohio
$3.96M -$96K -525 -2%
CGA
522
Crescent Grove Advisors
Illinois
$3.95M -$138K -754 -3%
FHA
523
Flagship Harbor Advisors
Massachusetts
$3.95M +$186K +1,019 +5%
GWM
524
Geneos Wealth Management
Colorado
$3.93M -$4.06M -22,217 -51%
DWA
525
Delos Wealth Advisors
Texas
$3.92M -$460K -2,516 -11%
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