QUAL icon

iShares MSCI USA Quality Factor ETF

1,475 hedge funds and large institutions have $45.4B invested in iShares MSCI USA Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 492 increasing their positions, 682 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.53% less ownership

Funds ownership: 88.88%85.35% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 235212 (-23)

28% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 682

Holders
1,475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
212
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.36M
Puts
$2.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
676
Portus Wealth Advisors
North Carolina
$1.9M
MWM
677
Moulton Wealth Management
Washington
$1.9M
SR
678
Syntax Research
Florida
$1.86M
AHL
679
Abel Hall LLC
Louisiana
$1.86M
CGFA
680
Colton Groome Financial Advisors
North Carolina
$1.86M
AIA
681
Accelerate Investment Advisors
California
$1.86M
LFA
682
Level Financial Advisors
New York
$1.85M
M
683
MATAURO
New York
$1.85M
DE
684
Diversified Enterprises
Delaware
$1.84M
BCWM
685
Bartlett & Co Wealth Management
Ohio
$1.83M
KIA
686
KCM Investment Advisors
California
$1.82M
SIA
687
Soltis Investment Advisors
Utah
$1.81M
RWP
688
Ridgeline Wealth Planning
Ohio
$1.79M
LWM
689
Lionsbridge Wealth Management
Florida
$1.79M
LA
690
LexAurum Advisors
Kansas
$1.75M
MCM
691
Mainstream Capital Management
California
$1.75M
AA
692
Ancora Advisors
Ohio
$1.75M
SPA
693
Shore Point Advisors
New Jersey
$1.75M
SPWG
694
Syntegra Private Wealth Group
Missouri
$1.74M
BW
695
Balance Wealth
Ohio
$1.74M
MWM
696
Mattern Wealth Management
Kansas
$1.73M
RIS
697
Richmond Investment Services
Wisconsin
$1.73M
CFG
698
Cooper Financial Group
California
$1.73M
BAM
699
Belpointe Asset Management
Nevada
$1.72M
GEA
700
Glen Eagle Advisors
New Jersey
$1.72M