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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 %
JSL
726
JT Stratford LLC
Georgia
$1.56M -$66.9K -366 -4%
D.E. Shaw & Co
727
D.E. Shaw & Co
New York
$1.56M +$1.56M +8,557 New
CFG
728
Cooper Financial Group
California
$1.56M -$1.15M -6,311 -43%
JBA
729
Johnson Bixby & Associates
Washington
$1.55M -$32K -175 -2%
UWM
730
USAdvisors Wealth Management
Minnesota
$1.54M +$2.74K +15 +0.2%
RPGK
731
Retirement Planning Group (Kansas)
Kansas
$1.54M -$11K -60 -0.7%
TCWM
732
Total Clarity Wealth Management
Illinois
$1.53M -$1.29M -7,064 -46%
BOSSRA
733
B.O.S.S. Retirement Advisors
Utah
$1.53M +$1.22M +6,689 +397%
QCM
734
QRG Capital Management
Illinois
$1.53M +$21K +115 +1%
TRCT
735
Tower Research Capital (TRC)
New York
$1.53M -$10.3M -56,326 -87%
SC
736
SouthState Corp
Florida
$1.52M -$744K -4,068 -33%
CWMK
737
Caliber Wealth Management (Kansas)
Kansas
$1.52M +$357K +1,953 +31%
CCG
738
Catalina Capital Group
California
$1.52M +$37.5K +205 +3%
DIA
739
Dana Investment Advisors
Wisconsin
$1.5M +$87.2K +477 +6%
HS
740
Horan Securities
United States
$1.5M +$125K +685 +9%
OP
741
ORG Partners
Indiana
$1.5M +$1.12M +6,082 +294%
HFS
742
Haverford Financial Services
Pennsylvania
$1.49M – – –
MCCA
743
Mill Creek Capital Advisors
Pennsylvania
$1.49M +$1.1K +6 +0.1%
FCBT
744
First Citizens Bank & Trust
North Carolina
$1.48M -$42.2K -231 -3%
AA
745
Ancora Advisors
Ohio
$1.48M +$56.3K +308 +4%
BMWS
746
Brady Martz Wealth Solutions
North Dakota
$1.48M +$1.18M +6,445 +395%
DFA
747
DHK Financial Advisors
New Hampshire
$1.47M -$1.47M -8,066 -50%
SPWM
748
Schrum Private Wealth Management
Florida
$1.47M +$96.4K +527 +7%
FMII
749
Farmers & Merchants Investments Inc
Nebraska
$1.47M – – –
FA
750
Fedenia Advisers
Wisconsin
$1.46M +$23.9K +131 +2%
28 29
30
31 32