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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 %
VCM
701
Vision Capital Management
Oregon
$1.73M -$395K -2,162 -19%
SPWG
702
Syntegra Private Wealth Group
Missouri
$1.73M +$2.19K +12 +0.1%
FIBOI
703
First International Bank of Israel
$1.73M +$1.73M +9,443 New
TWA
704
Talisman Wealth Advisors
New Jersey
$1.72M +$105K +576 +7%
DE
705
Diversified Enterprises
Delaware
$1.72M -$28.2K -154 -2%
BBHC
706
Brown Brothers Harriman & Co
New York
$1.72M +$1.39M +7,621 +430%
RFA
707
Resurgent Financial Advisors
Georgia
$1.71M -$37.5K -205 -2%
KIA
708
KCM Investment Advisors
California
$1.71M – – –
RIS
709
Richmond Investment Services
Wisconsin
$1.69M +$1.69M +9,265 New
MCA
710
MSH Capital Advisors
Arizona
$1.69M +$98.5K +539 +6%
MWM
711
Moulton Wealth Management
Washington
$1.69M +$1.69M +9,126 New
MFGM
712
Marshall Financial Group (Maryland)
Maryland
$1.67M -$209K -1,139 -11%
LWM
713
Lionsbridge Wealth Management
Florida
$1.66M -$55K -301 -3%
MCM
714
Mainstream Capital Management
California
$1.65M -$39.3K -215 -2%
LA
715
Lifeworks Advisors
Michigan
$1.65M +$400K +2,190 +32%
AT
716
American Trust
Kentucky
$1.64M +$1.39M +7,580 +539%
SEIA
717
Signature Estate & Investment Advisors
California
$1.63M +$529K +2,896 +48%
CHAM
718
Clear Harbor Asset Management
Connecticut
$1.63M +$105K +573 +7%
SFA
719
Semmax Financial Advisors
North Carolina
$1.61M +$154K +828 +11%
AWMNH
720
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.6M -$30.2K -165 -2%
ECM
721
Evergreen Capital Management
Washington
$1.59M +$117K +640 +8%
IC
722
IEQ Capital
California
$1.58M +$406K +2,223 +35%
RPGNY
723
Retirement Planning Group (New York)
New York
$1.57M -$10.2K -56 -0.6%
SPA
724
Shore Point Advisors
New Jersey
$1.57M +$1.57M +8,593 New
B
725
Bailard
California
$1.57M +$79.2K +433 +5%
27 28
29
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