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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 %
BW
576
Balance Wealth
Ohio
$3.04M +$3.04M +17,803 New
BPA
577
Beacon Pointe Advisors
California
$3.04M +$1.2K +7 +0%
TFO
578
Tarbox Family Office
California
$3.01M – – –
FW
579
FullCircle Wealth
Texas
$3M +$327K +1,949 +12%
TCA
580
Transcend Capital Advisors
New Jersey
$2.97M +$266K +1,556 +10%
WA
581
Win Advisors
Florida
$2.96M +$2.55M +14,927 +623%
VWM
582
Venturi Wealth Management
Texas
$2.95M +$343K +2,009 +13%
PI
583
PineBridge Investments
New York
$2.93M +$574K +3,359 +24%
DWM
584
Dakota Wealth Management
Florida
$2.92M -$55.9K -327 -2%
ACM
585
Absolute Capital Management
Pennsylvania
$2.92M +$127K +742 +5%
IAN
586
Integrated Advisors Network
Texas
$2.89M +$1.44M +8,410 +99%
CFD
587
Creative Financial Designs
Indiana
$2.88M +$173K +1,010 +6%
DWA
588
Dorsey Wright & Associates
California
$2.88M -$81.5K -477 -3%
SPI
589
Sutton Place Investors
New York
$2.87M +$352K +2,059 +14%
GS
590
GWN Securities
Florida
$2.86M +$2.86M +16,725 New
SAM
591
Smartleaf Asset Management
Massachusetts
$2.86M +$454K +2,679 +19%
GT
592
Greenleaf Trust
Michigan
$2.84M -$37.3K -218 -1%
WP
593
WealthPLAN Partners
Nebraska
$2.83M +$336K +1,966 +13%
RIM
594
Redwood Investment Management
Arizona
$2.82M +$144K +840 +5%
WWP
595
Wise Wealth Partners
Arizona
$2.81M +$45.3K +265 +2%
CIC
596
Carnegie Investment Counsel
Ohio
$2.8M +$970K +6,054 +53%
FLPIM
597
F.L. Putnam Investment Management
Massachusetts
$2.8M +$109K +638 +4%
HF
598
HRT Financial
New York
$2.8M +$2.8M +16,372 New
DFA
599
DHK Financial Advisors
New Hampshire
$2.76M +$1.38M +8,066 +100%
TCWM
600
Total Clarity Wealth Management
Illinois
$2.75M – – –
22 23
24
25 26