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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 %
GWP
501
Gateway Wealth Partners
Wisconsin
$4.29M +$331K +1,939 +8%
PIA
502
Pinion Investment Advisors
Kansas
$4.26M +$2.83M +16,569 +199%
SIM
503
SSI Investment Management
California
$4.24M -$97.2K -569 -2%
VPP
504
Vertex Planning Partners
Illinois
$4.21M +$537K +3,144 +15%
FCM
505
Fortis Capital Management
Washington
$4.2M +$9.4K +55 +0.2%
HWM
506
HB Wealth Management
Georgia
$4.17M +$2.97M +17,375 +247%
MA
507
MONECO Advisors
Connecticut
$4.13M -$1.84M -10,760 -31%
TC
508
Trust Company
Kansas
$4.12M +$1.28M +7,492 +45%
ICP
509
Interchange Capital Partners
Pennsylvania
$4.1M +$616K +3,605 +18%
HI
510
Horizon Investments
North Carolina
$4.09M -$184M -1,076,746 -98%
DWA
511
Delos Wealth Advisors
Texas
$4.09M +$7.52K +44 +0.2%
PFS
512
Prospera Financial Services
Texas
$4.08M +$529K +3,092 +15%
Bessemer Group
513
Bessemer Group
New Jersey
$4.07M +$3.25M +18,998 +395%
RW
514
Ridgeline Wealth
Arizona
$4.07M -$483K -2,827 -11%
MWM
515
MorganRosel Wealth Management
Colorado
$4.05M +$416K +2,433 +11%
TWA
516
TCI Wealth Advisors
Arizona
$4.04M +$16.4K +96 +0.4%
MG
517
Mather Group
Illinois
$4M +$669K +3,916 +20%
AWM
518
Axxcess Wealth Management
California
$3.97M -$711K -4,158 -15%
BFP
519
Beacon Financial Planning
Massachusetts
$3.96M +$294K +1,718 +8%
AMM
520
American Money Management
California
$3.95M +$860K +5,034 +28%
PWM
521
Pacific Wealth Management
California
$3.89M +$38.3K +224 +1%
William Blair & Company
522
William Blair & Company
Illinois
$3.88M +$150K +875 +4%
KFGK
523
Keystone Financial Group (Kentucky)
Kentucky
$3.86M -$1.01M -5,902 -21%
CWM
524
Cornerstone Wealth Management
Missouri
$3.84M -$22.4K -131 -0.6%
CGA
525
Crescent Grove Advisors
Illinois
$3.82M -$368K -2,156 -9%
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