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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 %
MWA
601
Merkkuri Wealth Advisors
New York
$2.82M +$516K +2,822 +22%
BWM
602
BlackDiamond Wealth Management
New York
$2.82M +$23.5K +128 +0.8%
1L
603
10Elms LLP
Oklahoma
$2.82M -$553K -3,026 -16%
GT
604
Greenleaf Trust
Michigan
$2.78M -$259K -1,416 -9%
SWM
605
Silverlake Wealth Management
Vermont
$2.78M -$634K -3,470 -19%
EWA
606
EverSource Wealth Advisors
Alabama
$2.78M +$502K +2,748 +22%
QC
607
Quent Capital
New York
$2.77M -$863K -4,720 -24%
EFA
608
Edge Financial Advisors
Illinois
$2.76M +$2.76M +15,092 New
CFG
609
Carr Financial Group
Massachusetts
$2.75M -$108K -591 -4%
AWA
610
Arkadios Wealth Advisors
Georgia
$2.74M +$154K +843 +6%
BW
611
Balance Wealth
Ohio
$2.71M -$540K -2,952 -17%
WB
612
WesBanco Bank
West Virginia
$2.71M +$218K +1,195 +9%
RPSA
613
Richard P. Slaughter Associates
Texas
$2.7M -$2.88M -15,747 -52%
MWM
614
Mission Wealth Management
California
$2.69M -$6.03K -33 -0.2%
MGWM
615
Marks Group Wealth Management
Minnesota
$2.66M +$22.9K +125 +0.9%
WAL
616
W Advisors LLC
Tennessee
$2.66M +$122K +665 +5%
MCWS
617
McKinley Carter Wealth Services
West Virginia
$2.66M -$79K -432 -3%
TIM
618
Tortoise Investment Management
New York
$2.65M +$1.07M +5,827 +67%
MHS
619
M Holdings Securities
Oregon
$2.65M +$2.65M +14,548 New
BJL
620
Brighton Jones LLC
Washington
$2.65M +$452K +2,472 +21%
ERWM
621
Elk River Wealth Management
Colorado
$2.64M -$104K -570 -4%
PIM
622
Provident Investment Management
Michigan
$2.61M +$383K +2,095 +17%
RFN
623
RDA Financial Network
Iowa
$2.6M +$102K +559 +4%
IFWM
624
Institute for Wealth Management
Colorado
$2.58M -$315K -1,725 -11%
TWP
625
Tyche Wealth Partners
Texas
$2.58M +$1.58M +8,633 +158%
23 24
25
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