QUAL icon

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 %
VWM
576
Venturi Wealth Management
Texas
$3.14M -$13.7K -75 -0.4%
RSWA
577
Robinson Smith Wealth Advisors
Maine
$3.13M -$467K -2,552 -13%
WFA
578
Wells Financial Advisors
Massachusetts
$3.12M -$162K -886 -5%
DWM
579
Dakota Wealth Management
Florida
$3.11M -$13.3K -73 -0.4%
Principal Financial Group
580
Principal Financial Group
Iowa
$3.11M -$348K -1,901 -10%
APC
581
Aspire Private Capital
North Carolina
$3.07M +$136K +742 +5%
TWC
582
TD Waterhouse Canada
Ontario, Canada
$3.07M -$2.9M -15,863 -49%
MFIM
583
Mesirow Financial Investment Management
Illinois
$3.06M +$2.62M +14,354 +602%
CFD
584
Creative Financial Designs
Indiana
$3.05M -$32.9K -180 -1%
USCWA
585
U.S. Capital Wealth Advisors
Texas
$3.02M +$703K +3,847 +30%
CWA
586
Clearview Wealth Advisors
Oregon
$3M +$107K +587 +4%
SAI
587
Savvy Advisors Inc
New York
$2.98M +$823K +4,504 +38%
RW
588
Ridgeline Wealth
Arizona
$2.98M -$1.37M -7,481 -31%
SG Americas Securities
589
SG Americas Securities
New York
$2.97M -$413K -2,258 -12%
FLPIM
590
F.L. Putnam Investment Management
Massachusetts
$2.97M -$27.2K -149 -0.9%
NG
591
Novem Group
New York
$2.96M +$619K +3,387 +26%
EE
592
EWG Elevate
California
$2.93M +$386K +2,111 +15%
TFM
593
Trademark Financial Management
Minnesota
$2.9M -$520K -2,845 -15%
CFS
594
CGC Financial Services
Oregon
$2.89M -$49K -268 -2%
ECA
595
Elevate Capital Advisors
Colorado
$2.89M +$1.16M +6,344 +67%
NP
596
NorthRock Partners
Minnesota
$2.86M +$221K +1,210 +8%
BA
597
Bristlecone Advisors
Washington
$2.86M -$38K -208 -1%
CWP
598
Cyndeo Wealth Partners
Florida
$2.85M +$75.7K +414 +3%
JIP
599
Jaffetilchin Investment Partners
Florida
$2.83M -$43.7K -239 -2%
TL
600
Tradewinds LLC
North Carolina
$2.82M +$46.3K +253 +2%
22 23
24
25 26