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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 %
ECA
651
Elevated Capital Advisors
Utah
$2.13M -$112K -657 -5%
RCM
652
RMR Capital Management
California
$2.12M -$61.7K -361 -3%
SC
653
SouthState Corp
Florida
$2.12M +$2.12M +12,406 New
QCM
654
Quantinno Capital Management
New York
$2.12M +$734K +4,293 +53%
FHC
655
First Heartland Consultants
Missouri
$2.11M -$1.54M -9,016 -42%
MFS
656
Mattson Financial Services
Michigan
$2.1M +$57.6K +337 +3%
OAS
657
Optivise Advisory Services
Tennessee
$2.09M -$681K -3,987 -25%
SCM
658
Sheridan Capital Management
California
$2.08M +$113K +659 +6%
PIM
659
Provident Investment Management
Michigan
$2.08M +$97.2K +569 +5%
FSA
660
Fort Sheridan Advisors
Illinois
$2.08M +$142K +833 +7%
RCM
661
Raleigh Capital Management
North Carolina
$2.06M +$272K +1,592 +15%
ATC
662
Argent Trust Co
Tennessee
$2.06M +$37.3K +218 +2%
BJL
663
Brighton Jones LLC
Washington
$2.05M +$339K +1,982 +20%
BWM
664
BigSur Wealth Management
Florida
$2.05M – – –
YWM
665
Yukon Wealth Management
Kansas
$2.05M +$2.05M +11,984 New
HWA
666
Heritage Wealth Architects
Minnesota
$2.05M +$2.05M +11,983 New
HCM
667
Hicks Capital Management
Ohio
$2.05M +$2.05M +11,978 New
BWA
668
Bestgate Wealth Advisors
Maryland
$2.02M -$51.1K -299 -2%
SAI
669
Savvy Advisors Inc
New York
$2.02M +$1.17M +6,843 +137%
EWA
670
Exencial Wealth Advisors
Oklahoma
$2.02M -$16.6K -97 -0.8%
VCA
671
Verdence Capital Advisors
Maryland
$2.01M -$148K -868 -7%
CWM
672
Congress Wealth Management
Massachusetts
$2M +$1.71M +9,981 +579%
VCM
673
Vision Capital Management
Oregon
$1.99M -$16.9K -99 -0.8%
RF
674
RHS Financial
California
$1.98M -$1.07M -6,268 -35%
VPF
675
Vantage Point Financial
Illinois
$1.97M +$371K +2,171 +23%
25 26
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