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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 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 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$120M 654,157 +141,871 +28%
Corient Private Wealth
52
Corient Private Wealth
Florida
$117M 642,368 -1,232 -0.2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$116M 632,769 +2,179 +0.3%
UCFA
54
United Capital Financial Advisors
Texas
$115M 626,943 -7,684 -1%
SMA
55
Sage Mountain Advisors
Georgia
$105M 576,078 +17,851 +3%
SC
56
Savant Capital
Illinois
$104M 569,180 +77,251 +16%
P
57
&Partners
Tennessee
$103M 558,578 +461,572 +476%
FFA
58
Fragasso Financial Advisors
Pennsylvania
$102M 557,041 +25,607 +5%
Mariner
59
Mariner
Kansas
$102M 555,382 +41,878 +8%
DADC
60
D.A. Davidson & Co
Montana
$101M 552,745 +7,737 +1%
OWP
61
Obermeyer Wealth Partners
Colorado
$101M 551,170 +6,479 +1%
PAG
62
Private Advisor Group
New Jersey
$98.3M 537,489 +41,016 +8%
KAS
63
Kestra Advisory Services
Texas
$97.7M 534,579 -7,324 -1%
CA
64
Clearstead Advisors
Ohio
$91.9M 502,942 -2,785 -0.6%
UB
65
UMB Bank
Missouri
$91.6M 501,102 -19,974 -4%
HFS
66
Howard Financial Services
Texas
$90.9M 496,946 +12,244 +3%
DWM
67
Dynasty Wealth Management
Florida
$89.9M 491,900 -39,892 -8%
EH
68
Equitable Holdings
New York
$87.2M 476,950 +31,961 +7%
JIC
69
Johnson Investment Counsel
Ohio
$86.7M 474,242 -17,511 -4%
AWM
70
AE Wealth Management
Kansas
$86.6M 473,831 -25,563 -5%
CAM
71
Cresset Asset Management
Illinois
$86M 470,283 -48,352 -9%
PCIA
72
Prime Capital Investment Advisors
Kansas
$85M 464,670 -201,842 -30%
SWA
73
Sax Wealth Advisors
New Jersey
$83.1M 454,704 -39,872 -8%
CCM
74
Coldstream Capital Management
Washington
$82.2M 449,529 +441,506 +5,503%
AWMS
75
Advocacy Wealth Management Services
Georgia
$79.7M 435,845 +21,989 +5%
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