QUAL icon

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 %
BFA
526
Brown Financial Advisors
Ohio
$3.79M +$127K +746 +3%
MFA
527
Millington Financial Advisors
Illinois
$3.77M +$224K +1,370 +6%
RFP
528
RCS Financial Planning
Maryland
$3.76M +$336K +1,965 +10%
FF
529
Fluent Financial
Texas
$3.71M +$138K +807 +4%
PTC
530
Private Trust Company
Ohio
$3.7M +$56.9K +333 +2%
EF
531
Empowered Funds
Pennsylvania
$3.67M +$3.63M +21,245 +9,359%
MFG
532
Magnus Financial Group
New York
$3.65M -$276K -1,615 -7%
BFA
533
Beacon Financial Advisory
Ohio
$3.63M +$129K +755 +4%
BS
534
Banco Santander
Spain
$3.6M -$319K -1,868 -8%
WIC
535
Woodmont Investment Counsel
Tennessee
$3.56M -$29.4K -172 -0.8%
PCA
536
Peddock Capital Advisors
Massachusetts
$3.55M +$123K +719 +4%
Natixis Advisors
537
Natixis Advisors
Massachusetts
$3.55M -$39K -228 -1%
DL
538
DOHJ LLC
Washington
$3.55M +$727K +4,254 +26%
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$3.54M -$245K -1,432 -6%
Bank of Montreal
540
Bank of Montreal
Ontario, Canada
$3.54M +$15.4K +90 +0.4%
FCFC
541
First Citizens Financial Corp
Iowa
$3.52M -$200K -1,170 -5%
FHA
542
Flagship Harbor Advisors
Massachusetts
$3.52M +$249K +1,456 +8%
SAW
543
Signal Advisors Wealth
Michigan
$3.48M -$425K -2,486 -11%
BFS
544
BridgePort Financial Solutions
Iowa
$3.48M -$34.7K -203 -1%
BIG
545
Bush Investment Group
Georgia
$3.46M +$345K +2,019 +11%
SFM
546
Signet Financial Management
New Jersey
$3.43M +$3.43M +20,068 New
CRI
547
Commonwealth Retirement Investments
Virginia
$3.4M +$664K +3,888 +24%
QC
548
Quent Capital
New York
$3.39M -$17.3K -101 -0.5%
AQR Capital Management
549
AQR Capital Management
Connecticut
$3.36M +$1.05M +6,152 +45%
RSWA
550
Robinson Smith Wealth Advisors
Maine
$3.36M -$68.4K -400 -2%
20 21
22
23 24