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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 %
LA
726
LexAurum Advisors
Kansas
$1.54M +$175K +1,025 +13%
JSL
727
JT Stratford LLC
Georgia
$1.53M +$398K +2,331 +35%
AWMNH
728
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.52M -$1.71K -10 -0.1%
SR
729
Syntax Research
Florida
$1.52M +$420K +2,456 +38%
TWA
730
Talisman Wealth Advisors
New Jersey
$1.51M +$129K +755 +9%
MCA
731
MSH Capital Advisors
Arizona
$1.49M +$640K +3,745 +75%
TIM
732
Tortoise Investment Management
New York
$1.48M – – –
RPGNY
733
Retirement Planning Group (New York)
New York
$1.48M -$5.98K -35 -0.4%
JBA
734
Johnson Bixby & Associates
Washington
$1.48M -$46.3K -271 -3%
UBP
735
Union Bancaire Privee
Switzerland
$1.47M -$79K -466 -5%
VA
736
Valmark Advisers
Ohio
$1.47M -$96.7K -566 -6%
EA
737
Everpar Advisors
Oklahoma
$1.46M +$316K +1,850 +28%
RPGK
738
Retirement Planning Group (Kansas)
Kansas
$1.45M -$39.3K -230 -3%
UWM
739
USAdvisors Wealth Management
Minnesota
$1.44M -$52.3K -306 -4%
FCBT
740
First Citizens Bank & Trust
North Carolina
$1.43M -$62.4K -365 -4%
CHAM
741
Clear Harbor Asset Management
Connecticut
$1.42M +$1.42M +8,335 New
PP
742
Prudential plc
United Kingdom
$1.41M +$251K +1,470 +22%
QCM
743
QRG Capital Management
Illinois
$1.41M +$138K +805 +11%
T
744
Transce3nd
Texas
$1.41M +$143K +834 +11%
B
745
Bailard
California
$1.39M -$17.6K -103 -1%
HFS
746
Haverford Financial Services
Pennsylvania
$1.39M – – –
GVAG
747
Great Valley Advisor Group
Delaware
$1.39M +$327K +1,911 +31%
MCCA
748
Mill Creek Capital Advisors
Pennsylvania
$1.39M -$260K -1,524 -16%
CCG
749
Catalina Capital Group
California
$1.38M -$341K -1,993 -20%
ECM
750
Evergreen Capital Management
Washington
$1.38M – – –
28 29
30
31 32