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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 %
BIG
551
Brookwood Investment Group
Arizona
$3.36M +$3.36M +19,664 New
UAG
552
United Advisor Group
Ohio
$3.33M +$244K +1,428 +8%
BFC
553
Bedel Financial Consulting
Indiana
$3.32M +$1.02K +6 +0%
FF
554
Farrell Financial
New York
$3.3M -$31.4K -184 -0.9%
FA
555
FDx Advisors
Illinois
$3.24M -$2.04M -11,953 -39%
BEI
556
Benjamin Edwards Inc
Missouri
$3.24M +$658K +3,852 +26%
TSS
557
Two Sigma Securities
New York
$3.23M +$3.23M +18,914 New
Principal Financial Group
558
Principal Financial Group
Iowa
$3.23M – – –
RWS
559
Retirement Wealth Solutions
Wisconsin
$3.22M +$954K +5,583 +42%
GFA
560
Gallagher Fiduciary Advisors
Illinois
$3.22M +$2.54M +14,844 +372%
PFT
561
Providence First Trust
Arizona
$3.22M -$90.1K -527 -3%
SWM
562
Silverlake Wealth Management
Vermont
$3.19M -$296K -1,734 -8%
EWA
563
EP Wealth Advisors
California
$3.19M -$1.3M -7,602 -29%
DC
564
Davenport & Co
Virginia
$3.19M +$955K +5,590 +43%
TFM
565
Trademark Financial Management
Minnesota
$3.19M +$465K +2,721 +17%
MAG
566
Mayfair Advisory Group
Alabama
$3.18M +$74.5K +436 +2%
SG Americas Securities
567
SG Americas Securities
New York
$3.16M +$1.55M +9,053 +96%
1L
568
10Elms LLP
Oklahoma
$3.15M -$32.8K -192 -1%
CAM
569
Concorde Asset Management
Michigan
$3.15M +$85.6K +516 +3%
BWM
570
Bulltick Wealth Management
Florida
$3.14M +$886K +5,186 +39%
CIC
571
Chilton Investment Company
Connecticut
$3.12M +$2.9M +16,953 +1,318%
FPAS
572
Focus Partners Advisor Solutions
Missouri
$3.1M +$1.56M +9,152 +102%
WFA
573
Wells Financial Advisors
Massachusetts
$3.07M -$29.9K -175 -1%
MIM
574
Macroview Investment Management
Maryland
$3.05M +$90.1K +527 +3%
LIA
575
LifePlan Investment Advisors
North Carolina
$3.04M +$853K +4,992 +39%
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