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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
19.72%
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 %
SS
751
Sunbelt Securities
Texas
$1.46M +$784K +4,403 +116%
DAS
752
Dynamic Advisor Solutions
Arizona
$1.45M +$56.1K +307 +4%
BFA
753
Benningfield Financial Advisors
California
$1.43M +$11.9K +65 +0.8%
NRC
754
New Republic Capital
North Carolina
$1.43M -$282K -1,541 -16%
GWMR
755
GC Wealth Management RIA
Massachusetts
$1.42M +$547K +2,994 +62%
LWA
756
Lantern Wealth Advisors
New York
$1.42M +$1.42M +7,754 New
WEG
757
World Equity Group
Illinois
$1.42M -$235K -1,283 -14%
CAM
758
Cozad Asset Management
Illinois
$1.4M -$22.1K -121 -2%
JWA
759
JFS Wealth Advisors
Pennsylvania
$1.4M -$40K -219 -3%
FI
760
Financial Insights
Washington
$1.4M -$19.7K -108 -1%
LFAS
761
Level Four Advisory Services
Texas
$1.39M +$712K +3,896 +105%
SIA
762
Soltis Investment Advisors
Utah
$1.39M +$18.8K +103 +1%
ACA
763
Ackerman Capital Advisors
Texas
$1.38M -$60.7K -332 -4%
PAMG
764
Patton Albertson Miller Group
Tennessee
$1.37M +$71.1K +389 +5%
MWM
765
MBE Wealth Management
Wisconsin
$1.37M -$3.66K -20 -0.3%
ACG
766
Allen Capital Group
Nebraska
$1.37M -$7.86K -43 -0.6%
CPC
767
Consolidated Planning Corp
Georgia
$1.35M -$64.9K -355 -5%
VA
768
Valmark Advisers
Ohio
$1.35M -$222K -1,216 -14%
FPL
769
Fortress Private Ledger
North Carolina
$1.34M +$77.9K +426 +6%
RL
770
Retireful LLC
Michigan
$1.34M +$1.34M +7,315 New
SG
771
StoneX Group
New York
$1.32M -$555K -3,033 -30%
FFBTD
772
First Financial Bank - Trust Division
Ohio
$1.32M -$34.4K -188 -3%
BOPW
773
Brandywine Oak Private Wealth
Pennsylvania
$1.31M -$77.7K -425 -6%
TFA
774
Tranquilli Financial Advisor
New Jersey
$1.3M +$1.3M +7,129 New
SIS
775
Sound Income Strategies
Florida
$1.3M +$203K +1,110 +18%
29 30
31
32 33