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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 %
KP
701
Keel Point
Alabama
$1.72M +$119K +698 +7%
Betterment LLC
702
Betterment LLC
New York
$1.72M -$108K -632 -6%
AW
703
Alteri Wealth
California
$1.7M +$103K +604 +6%
FPW
704
Fairvoy Private Wealth
Alabama
$1.68M -$66.3K -388 -4%
CAG
705
Curtis Advisory Group
California
$1.68M +$157K +916 +10%
JWBC
706
John W. Brooker & Co
California
$1.67M – – –
KWA
707
Kingswood Wealth Advisors
California
$1.65M +$90.4K +529 +6%
AWA
708
Amplius Wealth Advisors
Pennsylvania
$1.65M -$8.37K -49 -0.5%
AIA
709
Accelerate Investment Advisors
California
$1.64M +$386K +2,258 +31%
AHL
710
Abel Hall LLC
Louisiana
$1.64M – – –
DE
711
Diversified Enterprises
Delaware
$1.64M +$81.7K +478 +5%
RFA
712
Resurgent Financial Advisors
Georgia
$1.63M +$134K +785 +9%
SPWG
713
Syntegra Private Wealth Group
Missouri
$1.62M -$38.1K -223 -2%
ECA
714
Elevate Capital Advisors
Colorado
$1.62M +$298K +1,741 +23%
LWM
715
Lionsbridge Wealth Management
Florida
$1.6M -$334K -1,953 -17%
NRC
716
New Republic Capital
North Carolina
$1.6M +$47.5K +278 +3%
CGFA
717
Colton Groome Financial Advisors
North Carolina
$1.6M -$729K -4,303 -31%
KIA
718
KCM Investment Advisors
California
$1.6M +$23.9K +140 +2%
WCM
719
WealthTrak Capital Management
Virginia
$1.59M +$284K +1,662 +22%
MCM
720
Mainstream Capital Management
California
$1.58M +$164K +959 +12%
LA
721
Latitude Advisors
Florida
$1.57M +$296K +1,730 +23%
HIM
722
Hanlon Investment Management
New Jersey
$1.56M -$132K -772 -8%
CP
723
Clarendon Private
Massachusetts
$1.55M +$84.1K +492 +6%
MWM
724
Mattern Wealth Management
Kansas
$1.55M +$27K +158 +2%
WEG
725
World Equity Group
Illinois
$1.55M +$497K +2,904 +47%
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