QUAL icon

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 %
CWP
601
CFM Wealth Partners
Texas
$2.75M +$91.8K +537 +3%
CFS
602
CGC Financial Services
Oregon
$2.75M -$110K -645 -4%
APC
603
Aspire Private Capital
North Carolina
$2.74M +$82.5K +483 +3%
IFWM
604
Institute for Wealth Management
Colorado
$2.71M -$691K -4,041 -20%
BA
605
Bristlecone Advisors
Washington
$2.71M -$235K -1,375 -8%
CWA
606
Clearview Wealth Advisors
Oregon
$2.7M +$94.7K +554 +4%
AP
607
Adero Partners
California
$2.69M -$1.08M -6,341 -29%
JIP
608
Jaffetilchin Investment Partners
Florida
$2.69M +$41.2K +241 +2%
CFG
609
Carr Financial Group
Massachusetts
$2.67M -$77.2K -452 -3%
BWA
610
BCU Wealth Advisors
Illinois
$2.61M +$405K +2,370 +18%
BWM
611
BlackDiamond Wealth Management
New York
$2.61M +$106K +619 +4%
TL
612
Tradewinds LLC
North Carolina
$2.59M -$931K -5,450 -26%
CWP
613
Cyndeo Wealth Partners
Florida
$2.59M +$60.5K +354 +2%
ERWM
614
Elk River Wealth Management
Colorado
$2.57M -$304K -1,780 -11%
MCWS
615
McKinley Carter Wealth Services
West Virginia
$2.56M -$227K -1,327 -8%
CFG
616
Cooper Financial Group
California
$2.54M +$763K +4,465 +43%
MWM
617
Mission Wealth Management
California
$2.52M +$145K +850 +6%
CCFM
618
Clear Creek Financial Management
Washington
$2.49M +$258K +1,511 +12%
MGWM
619
Marks Group Wealth Management
Minnesota
$2.47M -$20K -117 -0.8%
NP
620
NorthRock Partners
Minnesota
$2.47M +$867K +5,074 +54%
AWA
621
Acorn Wealth Advisors
Michigan
$2.47M +$10.6K +62 +0.4%
AWM
622
Apex Wealth Management
New Hampshire
$2.46M -$30.1K -176 -1%
AFP
623
Ausdal Financial Partners
Iowa
$2.46M +$244K +1,428 +11%
RW
624
Regimen Wealth
Georgia
$2.44M -$150K -877 -6%
AWA
625
Arkadios Wealth Advisors
Georgia
$2.42M +$1.02M +5,990 +73%
23 24
25
26 27