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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 %
TP
676
Tranquility Partners
Tennessee
$1.95M -$1.88K -11 -0.1%
BCA
677
Bay Colony Advisors
Massachusetts
$1.93M +$174K +1,023 +10%
CPBTD
678
Central Pacific Bank - Trust Division
Hawaii
$1.9M -$36.7K -215 -2%
MA
679
MKT Advisors
California
$1.88M +$322K +2,085 +21%
TWCA
680
Two West Capital Advisors
Kansas
$1.87M +$505K +3,089 +37%
HKIMG
681
Hutchens & Kramer Investment Management Group
Indiana
$1.86M +$9.57K +56 +0.5%
PW
682
Paladin Wealth
Minnesota
$1.84M +$95.4K +558 +5%
JSW
683
Journey Strategic Wealth
New Jersey
$1.82M +$131K +765 +8%
AWA
684
Arete Wealth Advisors
Illinois
$1.82M -$565K -3,308 -24%
GFPC
685
Global Financial Private Client
Florida
$1.82M +$30.1K +176 +2%
NSAM
686
North Star Asset Management
Wisconsin
$1.81M – – –
BCWM
687
Bartlett & Co Wealth Management
Ohio
$1.8M +$795K +4,650 +79%
TFM
688
TFC Financial Management
Massachusetts
$1.8M -$36.4K -213 -2%
LFA
689
Level Financial Advisors
New York
$1.8M -$4.27K -25 -0.2%
M
690
MATAURO
New York
$1.8M -$2.56K -15 -0.1%
MHB
691
Midwest Heritage Bank
Iowa
$1.79M -$41K -240 -2%
EFS
692
Essex Financial Services
Connecticut
$1.79M +$19K +111 +1%
AWA
693
Alta Wealth Advisors
Massachusetts
$1.77M +$9.06K +53 +0.5%
EFG
694
Elios Financial Group
Ohio
$1.77M +$72.5K +424 +4%
MSWA
695
Marshall & Sterling Wealth Advisors
New York
$1.76M +$28K +164 +2%
SG
696
StoneX Group
New York
$1.75M +$80.3K +470 +5%
MFGM
697
Marshall Financial Group (Maryland)
Maryland
$1.75M -$142K -833 -8%
PI
698
PFG Investments
New York
$1.75M +$9.23K +54 +0.5%
TCM
699
Triumph Capital Management
Colorado
$1.75M -$870K -5,093 -33%
TWP
700
Tempus Wealth Planning
California
$1.73M +$430K +2,514 +33%
26 27
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