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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 %
FPW
626
Flywheel Private Wealth
California
$2.57M – – –
GFP
627
Gryphon Financial Partners
Ohio
$2.55M +$100K +548 +4%
TWCA
628
Two West Capital Advisors
Kansas
$2.54M +$398K +2,128 +19%
TWM
629
Thrive Wealth Management
Pennsylvania
$2.52M +$59.4K +325 +2%
FCH
630
Freestone Capital Holdings
Washington
$2.52M -$31.3K -171 -1%
AWA
631
Acorn Wealth Advisors
Michigan
$2.51M -$124K -676 -5%
PCS
632
Private Client Services
Kentucky
$2.51M +$63.4K +347 +3%
MWM
633
Maripau Wealth Management
Indiana
$2.47M +$130K +712 +6%
BSTWA
634
Blake Schutter Theil Wealth Advisors
Ohio
$2.43M – – –
SFG
635
Sovereign Financial Group
Connecticut
$2.42M +$36.9K +202 +2%
VPF
636
Vantage Point Financial
Illinois
$2.41M +$302K +1,653 +14%
JSW
637
Journey Strategic Wealth
New Jersey
$2.41M +$460K +2,515 +24%
MA
638
MKT Advisors
California
$2.41M +$180K +980 +8%
CPIG
639
Chicago Partners Investment Group
Illinois
$2.4M -$41.3K -222 -2%
AIP
640
Almanack Investment Partners
Pennsylvania
$2.38M +$50.8K +278 +2%
YWM
641
Yukon Wealth Management
Kansas
$2.36M +$174K +952 +8%
MHB
642
Midwest Heritage Bank
Iowa
$2.35M +$438K +2,395 +23%
RCM
643
Raleigh Capital Management
North Carolina
$2.24M +$35.3K +193 +2%
ATC
644
Argent Trust Co
Tennessee
$2.23M +$33.6K +184 +2%
LSA
645
Lion Street Advisors
Texas
$2.23M -$187K -1,025 -8%
OAS
646
Optivise Advisory Services
Tennessee
$2.23M – – –
SCM
647
Sheridan Capital Management
California
$2.23M +$1.1K +6 +0%
HCM
648
Hicks Capital Management
Ohio
$2.23M +$38.6K +211 +2%
TWP
649
Tempus Wealth Planning
California
$2.22M +$360K +1,971 +19%
BWM
650
BigSur Wealth Management
Florida
$2.19M – – –
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