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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 %
FPW
626
Flywheel Private Wealth
California
$2.4M -$15.4K -90 -0.6%
FCH
627
Freestone Capital Holdings
Washington
$2.38M -$69.9K -409 -3%
EE
628
EWG Elevate
California
$2.38M -$14.2M -82,847 -86%
MSWMA
629
Market Street Wealth Management Advisors
Indiana
$2.37M -$93K -544 -4%
WAL
630
W Advisors LLC
Tennessee
$2.37M +$140K +817 +6%
EIP
631
Ellis Investment Partners
Pennsylvania
$2.37M +$184K +1,074 +8%
FA
632
Flagstar Advisors
New York
$2.35M +$26.5K +155 +1%
RFN
633
RDA Financial Network
Iowa
$2.33M +$291K +1,700 +14%
WB
634
WesBanco Bank
West Virginia
$2.32M +$42.7K +250 +2%
PFA
635
Peak Financial Advisors
Colorado
$2.32M +$20K +117 +0.9%
TWM
636
Thrive Wealth Management
Pennsylvania
$2.3M -$58.4K -342 -2%
GFP
637
Gryphon Financial Partners
Ohio
$2.29M +$60.8K +356 +3%
PCS
638
Private Client Services
Kentucky
$2.29M -$44.6K -261 -2%
BSTWA
639
Blake Schutter Theil Wealth Advisors
Ohio
$2.27M -$854 -5 -0%
LSA
640
Lion Street Advisors
Texas
$2.26M +$289K +1,693 +15%
CPIG
641
Chicago Partners Investment Group
Illinois
$2.24M +$52.3K +306 +2%
HGA
642
Hobbs Group Advisors
South Carolina
$2.24M -$584K -3,418 -21%
SFG
643
Sovereign Financial Group
Connecticut
$2.22M +$236K +1,379 +12%
Vontobel Holding
644
Vontobel Holding
Switzerland
$2.22M – – –
NG
645
Novem Group
New York
$2.19M -$55.5K -325 -2%
MWM
646
Maripau Wealth Management
Indiana
$2.18M -$832K -4,867 -28%
AIP
647
Almanack Investment Partners
Pennsylvania
$2.18M +$14K +82 +0.6%
USCWA
648
U.S. Capital Wealth Advisors
Texas
$2.17M -$830K -4,856 -28%
MWA
649
Merkkuri Wealth Advisors
New York
$2.16M +$380K +2,226 +21%
EWA
650
EverSource Wealth Advisors
Alabama
$2.13M +$800K +4,682 +60%
24 25
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