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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 %
CP
676
Clarendon Private
Massachusetts
$1.92M +$261K +1,430 +16%
AWA
677
Arete Wealth Advisors
Illinois
$1.92M -$30.7K -168 -2%
Betterment LLC
678
Betterment LLC
New York
$1.9M +$61.6K +337 +3%
EFS
679
Essex Financial Services
Connecticut
$1.9M -$16.1K -88 -0.8%
LA
680
LexAurum Advisors
Kansas
$1.88M +$227K +1,243 +14%
HGA
681
Hobbs Group Advisors
South Carolina
$1.88M -$522K -2,855 -22%
VCA
682
Verdence Capital Advisors
Maryland
$1.85M -$294K -1,610 -14%
LFA
683
Level Financial Advisors
New York
$1.84M -$79.7K -436 -4%
AWA
684
Alta Wealth Advisors
Massachusetts
$1.84M -$52.8K -289 -3%
KP
685
Keel Point
Alabama
$1.84M +$548 +3 +0%
RWP
686
Ridgeline Wealth Planning
Ohio
$1.84M -$5.45M -29,809 -75%
AW
687
Alteri Wealth
California
$1.83M +$15.2K +83 +0.8%
DWM
688
Drive Wealth Management
Utah
$1.83M +$749K +4,095 +69%
FA
689
Flagstar Advisors
New York
$1.83M -$686K -3,751 -27%
CGFA
690
Colton Groome Financial Advisors
North Carolina
$1.83M +$105K +575 +6%
Vontobel Holding
691
Vontobel Holding
Switzerland
$1.83M -$548K -3,000 -23%
FPW
692
Fairvoy Private Wealth
Alabama
$1.82M +$16.8K +92 +0.9%
KWA
693
Kingswood Wealth Advisors
California
$1.81M +$41.1K +225 +2%
HKIMG
694
Hutchens & Kramer Investment Management Group
Indiana
$1.8M -$192K -1,045 -10%
MSWA
695
Marshall & Sterling Wealth Advisors
New York
$1.78M -$90.6K -498 -5%
AWA
696
Amplius Wealth Advisors
Pennsylvania
$1.77M +$6.4K +35 +0.4%
SR
697
Syntax Research
Florida
$1.76M +$139K +758 +9%
M
698
MATAURO
New York
$1.76M -$163K -893 -8%
AHL
699
Abel Hall LLC
Louisiana
$1.76M – – –
MWM
700
Mattern Wealth Management
Kansas
$1.74M +$81.4K +445 +5%
26 27
28
29 30