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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
19.71%
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 %
MFG
51
Merit Financial Group
Georgia
$120M +$25.9M +141,871 +28%
Corient Private Wealth
52
Corient Private Wealth
Florida
$117M -$225K -1,232 -0.2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$116M +$398K +2,179 +0.3%
UCFA
54
United Capital Financial Advisors
Texas
$115M -$1.4M -7,684 -1%
SMA
55
Sage Mountain Advisors
Georgia
$105M +$3.26M +17,851 +3%
SC
56
Savant Capital
Illinois
$104M +$14.1M +77,251 +16%
P
57
&Partners
Tennessee
$103M +$84.8M +461,572 +476%
FFA
58
Fragasso Financial Advisors
Pennsylvania
$102M +$4.68M +25,607 +5%
Mariner
59
Mariner
Kansas
$102M +$7.66M +41,878 +8%
DADC
60
D.A. Davidson & Co
Montana
$101M +$1.41M +7,737 +1%
OWP
61
Obermeyer Wealth Partners
Colorado
$101M +$1.18M +6,479 +1%
PAG
62
Private Advisor Group
New Jersey
$98.3M +$7.5M +41,016 +8%
KAS
63
Kestra Advisory Services
Texas
$97.7M -$1.34M -7,324 -1%
CA
64
Clearstead Advisors
Ohio
$91.9M -$509K -2,785 -0.6%
UB
65
UMB Bank
Missouri
$91.6M -$3.65M -19,974 -4%
HFS
66
Howard Financial Services
Texas
$90.9M +$2.24M +12,244 +3%
DWM
67
Dynasty Wealth Management
Florida
$89.9M -$7.29M -39,892 -8%
EH
68
Equitable Holdings
New York
$87.2M +$5.84M +31,961 +7%
JIC
69
Johnson Investment Counsel
Ohio
$86.7M -$3.2M -17,511 -4%
AWM
70
AE Wealth Management
Kansas
$86.6M -$4.67M -25,563 -5%
CAM
71
Cresset Asset Management
Illinois
$86M -$8.84M -48,352 -9%
PCIA
72
Prime Capital Investment Advisors
Kansas
$85M -$36.9M -201,842 -30%
SWA
73
Sax Wealth Advisors
New Jersey
$83.1M -$7.29M -39,872 -8%
CCM
74
Coldstream Capital Management
Washington
$82.2M +$80.7M +441,506 +5,503%
AWMS
75
Advocacy Wealth Management Services
Georgia
$79.7M +$4.02M +21,989 +5%
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