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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 %
LIA
551
LifePlan Investment Advisors
North Carolina
$3.54M +$283K +1,547 +9%
UAG
552
United Advisor Group
Ohio
$3.52M -$38.6K -211 -1%
AFP
553
Ausdal Financial Partners
Iowa
$3.52M +$889K +4,864 +34%
CIC
554
Carnegie Investment Counsel
Ohio
$3.52M +$320K +1,749 +10%
BFC
555
Bedel Financial Consulting
Indiana
$3.5M -$67.8K -371 -2%
MAG
556
Mayfair Advisory Group
Alabama
$3.46M +$9.28K +50 +0.3%
PFT
557
Providence First Trust
Arizona
$3.44M – – –
CWM
558
Congress Wealth Management
Massachusetts
$3.43M +$1.29M +7,037 +60%
Pathstone Holdings
559
Pathstone Holdings
New Jersey
$3.41M +$2.25M +12,317 +194%
FHC
560
First Heartland Consultants
Missouri
$3.41M +$1.16M +6,351 +52%
BWM
561
Bulltick Wealth Management
Florida
$3.4M +$39.7K +217 +1%
MIM
562
Macroview Investment Management
Maryland
$3.38M +$118K +647 +4%
MA
563
MONECO Advisors
Connecticut
$3.38M -$1.04M -5,677 -24%
CCFM
564
Clear Creek Financial Management
Washington
$3.34M +$670K +3,665 +25%
BWA
565
BCU Wealth Advisors
Illinois
$3.32M +$533K +2,917 +19%
FF
566
Fluent Financial
Texas
$3.31M -$659K -3,603 -17%
CWP
567
CFM Wealth Partners
Texas
$3.28M +$343K +1,875 +12%
BPA
568
Beacon Pointe Advisors
California
$3.27M +$22.3K +122 +0.7%
MFG
569
Magnus Financial Group
New York
$3.25M -$655K -3,581 -17%
FGA
570
Fortis Group Advisors
New Jersey
$3.24M -$2.78M -15,073 -46%
ACM
571
Absolute Capital Management
Pennsylvania
$3.24M +$118K +643 +4%
TFO
572
Tarbox Family Office
California
$3.23M – – –
SPI
573
Sutton Place Investors
New York
$3.19M +$122K +668 +4%
WP
574
WealthPLAN Partners
Nebraska
$3.19M +$160K +873 +5%
RW
575
Regimen Wealth
Georgia
$3.18M +$572K +3,128 +22%
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