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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 %
BIG
526
Bush Investment Group
Georgia
$3.92M +$218K +1,190 +6%
BIG
527
Brookwood Investment Group
Arizona
$3.87M +$278K +1,519 +8%
BS
528
Banco Santander
Spain
$3.85M – – –
RIM
529
Redwood Investment Management
Arizona
$3.84M +$823K +4,502 +27%
SAW
530
Signal Advisors Wealth
Michigan
$3.83M +$110K +603 +3%
BFS
531
BridgePort Financial Solutions
Iowa
$3.8M +$81.9K +448 +2%
FW
532
FullCircle Wealth
Texas
$3.78M +$471K +2,540 +14%
WIC
533
Woodmont Investment Counsel
Tennessee
$3.78M -$37.5K -205 -1%
AWM
534
Axxcess Wealth Management
California
$3.72M -$524K -2,865 -12%
RWS
535
Retirement Wealth Solutions
Wisconsin
$3.72M +$274K +1,498 +8%
Bank of Montreal
536
Bank of Montreal
Ontario, Canada
$3.67M -$110K -603 -3%
NCM
537
Northwest Capital Management
Oregon
$3.66M -$2.36M -12,894 -39%
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$3.66M -$129K -708 -3%
IAN
539
Integrated Advisors Network
Texas
$3.65M +$558K +3,053 +18%
KFGK
540
Keystone Financial Group (Kentucky)
Kentucky
$3.65M -$484K -2,648 -12%
FA
541
FDx Advisors
Illinois
$3.64M +$172K +943 +5%
MSWMA
542
Market Street Wealth Management Advisors
Indiana
$3.63M +$1.09M +5,946 +43%
EL
543
EQ LLC
Washington
$3.61M -$8.85M -48,416 -71%
TF
544
TME Financial
California
$3.61M +$3.61M +19,762 New
CRI
545
Commonwealth Retirement Investments
Virginia
$3.6M -$34.9K -191 -1%
FCFC
546
First Citizens Financial Corp
Iowa
$3.58M -$187K -1,023 -5%
FF
547
Farrell Financial
New York
$3.56M +$27.1K +148 +0.8%
SCM
548
Sollinda Capital Management
Florida
$3.54M -$19.9M -108,966 -85%
BEI
549
Benjamin Edwards Inc
Missouri
$3.54M +$78.4K +429 +2%
CPBTD
550
Central Pacific Bank - Trust Division
Hawaii
$3.54M +$1.51M +8,258 +74%
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