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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 %
HWA
651
Heritage Wealth Architects
Minnesota
$2.19M +$3.11K +17 +0.1%
TFM
652
TFC Financial Management
Massachusetts
$2.18M +$256K +1,400 +13%
MFS
653
Mattson Financial Services
Michigan
$2.13M -$124K -680 -6%
ECA
654
Elevated Capital Advisors
Utah
$2.13M – – –
TP
655
Tranquility Partners
Tennessee
$2.12M +$34.7K +190 +2%
EA
656
Everpar Advisors
Oklahoma
$2.12M +$557K +3,045 +36%
HFRG
657
Houlihan Financial Resource Group
Virginia
$2.12M +$2.12M +11,535 New
YIA
658
YHB Investment Advisors
Connecticut
$2.08M +$649K +3,550 +45%
WCM
659
WealthTrak Capital Management
Virginia
$2.07M +$372K +2,036 +22%
FSA
660
Fort Sheridan Advisors
Illinois
$2.06M -$166K -910 -7%
AWMG
661
ADG Wealth Management Group
Louisiana
$2.05M +$2.05M +11,215 New
EFG
662
Elios Financial Group
Ohio
$2.04M +$151K +824 +8%
MF
663
Midwestern Financial
Iowa
$2.04M +$2.04M +11,185 New
RCM
664
RMR Capital Management
California
$2.03M -$242K -1,323 -11%
EIP
665
Ellis Investment Partners
Pennsylvania
$2.02M -$509K -2,785 -20%
BWA
666
Bestgate Wealth Advisors
Maryland
$2.02M – – –
PW
667
Paladin Wealth
Minnesota
$2.01M +$40.2K +220 +2%
BCA
668
Bay Colony Advisors
Massachusetts
$2.01M -$72.8K -398 -3%
EWA
669
Exencial Wealth Advisors
Oklahoma
$1.99M -$167K -916 -8%
AIA
670
Accelerate Investment Advisors
California
$1.98M +$222K +1,213 +13%
GFPC
671
Global Financial Private Client
Florida
$1.96M +$11K +60 +0.6%
PI
672
PFG Investments
New York
$1.95M +$83.5K +457 +4%
WS
673
Wedbush Securities
California
$1.95M -$9.81M -53,639 -83%
BCWM
674
Bartlett & Co Wealth Management
Ohio
$1.94M +$13.2K +72 +0.7%
NSAM
675
North Star Asset Management
Wisconsin
$1.94M – – –
25 26
27
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