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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,448 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 99 funds opening new positions, 693 increasing their positions, 461 reducing their positions, and 86 closing their positions.

Holders
1,448
Holders Change
-20
Holders Change %
-1.36%
% of All Funds
19.67%
Holding in Top 10
246
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.91%
% of All Funds
3.34%
New
99
Increased
693
Reduced
461
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$462M
3
LPL Financial
3
LPL Financial
California
$3.11B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$323M
5
OWM
5
Orgel Wealth Management
Wisconsin
$322M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
HI
2
Horizon Investments
North Carolina
$4.09M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$236M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$437M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.65B
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$110M 643,600 -30,446 -5%
UCFA
52
United Capital Financial Advisors
Texas
$108M 634,627 +77,047 +14%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$108M 630,590 +56,461 +10%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$108M 593,865 -42,779 -7%
Two Sigma Investments
55
Two Sigma Investments
New York
$103M 601,000 +18,300 +3%
BWL
56
Bogart Wealth LLC
Virginia
$102M 597,111 -2,176 -0.4%
SMA
57
Sage Mountain Advisors
Georgia
$95.4M 558,227 -29,914 -5%
DADC
58
D.A. Davidson & Co
Montana
$93.1M 545,008 +39,347 +8%
OWP
59
Obermeyer Wealth Partners
Colorado
$93.1M 544,691 +17,241 +3%
KAS
60
Kestra Advisory Services
Texas
$92.6M 541,903 -29,168 -5%
DWM
61
Dynasty Wealth Management
Florida
$90.9M 531,792 +7,846 +1%
FFA
62
Fragasso Financial Advisors
Pennsylvania
$90.8M 531,434 +132,664 +33%
TIAA Trust, National Association
63
TIAA Trust, National Association
North Carolina
$89.1M 521,293 -105,915 -17%
UB
64
UMB Bank
Missouri
$89M 521,076 +90,744 +21%
CAM
65
Cresset Asset Management
Illinois
$88.6M 518,635 +1,520 +0.3%
Mariner
66
Mariner
Kansas
$87.7M 513,504 +44,359 +9%
MFG
67
Merit Financial Group
Georgia
$87.5M 512,286 +316,297 +161%
CA
68
Clearstead Advisors
Ohio
$86.4M 505,727 +9,755 +2%
AWS
69
Atria Wealth Solutions
New York
$86M 503,325 +13,160 +3%
AWM
70
AE Wealth Management
Kansas
$85.3M 499,394 +12,112 +2%
PAG
71
Private Advisor Group
New Jersey
$84.8M 496,473 +33,396 +7%
SWA
72
Sax Wealth Advisors
New Jersey
$84.5M 494,576 +29,088 +6%
SC
73
Savant Capital
Illinois
$84.1M 491,929 -3,012 -0.6%
JIC
74
Johnson Investment Counsel
Ohio
$84M 491,753 +14,280 +3%
HFS
75
Howard Financial Services
Texas
$82.8M 484,702 +29,747 +7%
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