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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 %
FMII
751
Farmers & Merchants Investments Inc
Nebraska
$1.37M -$36.6K -214 -3%
NWMP
752
Noble Wealth Management PBC
Colorado
$1.37M -$142K -830 -9%
CCM
753
Coldstream Capital Management
Washington
$1.37M +$120K +700 +10%
ACA
754
Ackerman Capital Advisors
Texas
$1.35M -$11.6K -68 -0.9%
JWA
755
JFS Wealth Advisors
Pennsylvania
$1.35M +$184K +1,079 +16%
FA
756
Fedenia Advisers
Wisconsin
$1.34M +$61.9K +362 +5%
SFA
757
Semmax Financial Advisors
North Carolina
$1.34M +$188K +1,098 +16%
MOS
758
MGO One Seven
Ohio
$1.34M -$6.28M -36,746 -82%
YIA
759
YHB Investment Advisors
Connecticut
$1.34M +$515K +3,013 +63%
CAM
760
Cozad Asset Management
Illinois
$1.33M -$33.8K -198 -2%
AA
761
Ancora Advisors
Ohio
$1.33M +$279K +1,634 +27%
BFA
762
Benningfield Financial Advisors
California
$1.33M -$55K -322 -4%
DIA
763
Dana Investment Advisors
Wisconsin
$1.32M +$170K +993 +15%
CPC
764
Consolidated Planning Corp
Georgia
$1.32M – – –
FI
765
Financial Insights
Washington
$1.32M -$103K -603 -7%
FCI
766
Financial Counselors Inc
Kansas
$1.3M +$732K +4,281 +128%
EIA
767
Eldridge Investment Advisors
New Hampshire
$1.3M -$6.25M -36,577 -83%
DAS
768
Dynamic Advisor Solutions
Arizona
$1.3M +$60.5K +354 +5%
BOPW
769
Brandywine Oak Private Wealth
Pennsylvania
$1.29M +$126K +739 +11%
ACG
770
Allen Capital Group
Nebraska
$1.29M +$304K +1,778 +31%
MWM
771
MBE Wealth Management
Wisconsin
$1.29M -$684 -4 -0.1%
HS
772
Horan Securities
United States
$1.29M +$460K +2,691 +56%
MWA
773
Monograph Wealth Advisors
California
$1.28M – – –
SPWM
774
Schrum Private Wealth Management
Florida
$1.28M +$111K +648 +9%
WWM
775
WT Wealth Management
Arizona
$1.28M +$107K +624 +9%
29 30
31
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