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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 %
GS
776
GWN Securities
Florida
$1.3M -$1.77M -9,646 -58%
PCM
777
Parsons Capital Management
Rhode Island
$1.29M -$56.7K -310 -4%
GVAG
778
Great Valley Advisor Group
Delaware
$1.28M -$201K -1,102 -14%
WWM
779
WT Wealth Management
Arizona
$1.27M -$98.7K -540 -7%
MT
780
Midwest Trust
Kansas
$1.27M +$1.27M +6,941 New
OFG
781
Opulen Financial Group
Virginia
$1.27M +$43.9K +240 +4%
HNB
782
Huntington National Bank
Ohio
$1.26M -$985K – –
ACM
783
Ardent Capital Management
Ohio
$1.26M – – –
LA
784
Latitude Advisors
Florida
$1.26M -$427K -2,337 -25%
RMAM
785
Raab & Moskowitz Asset Management
New Jersey
$1.25M +$206K +1,125 +20%
NF
786
Nikulski Financial
Iowa
$1.25M +$183 +1 +0%
SOS
787
Silver Oak Securities
Tennessee
$1.25M +$57.2K +313 +5%
QWM
788
Quadcap Wealth Management
Texas
$1.23M +$934K +5,107 +311%
RWM
789
Riverchase Wealth Management
Texas
$1.23M -$49.9K -273 -4%
LFA
790
LGT Financial Advisors
Texas
$1.23M +$134K +733 +12%
MWM
791
Meridian Wealth Management
Kentucky
$1.23M -$1.83K -10 -0.1%
T
792
Transce3nd
Texas
$1.22M -$280K -1,534 -19%
MWA
793
MN Wealth Advisors
Kansas
$1.22M +$702K +3,838 +135%
IRC
794
Investors Research Corp
Georgia
$1.22M +$122K +665 +11%
SWP
795
Semus Wealth Partners
Florida
$1.22M +$35.7K +195 +3%
BWP
796
Bernardo Wealth Planning
Pennsylvania
$1.21M +$66.5K +364 +6%
LSPW
797
Lake Street Private Wealth
Illinois
$1.21M +$6.03K +33 +0.5%
GEA
798
Glen Eagle Advisors
New Jersey
$1.2M +$35.1K +192 +3%
EFG
799
Ehrlich Financial Group
California
$1.2M -$68K -372 -5%
WWP
800
Waypoint Wealth Partners
California
$1.2M -$62.3K -341 -5%
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