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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 %
SIA
776
Soltis Investment Advisors
Utah
$1.28M -$15.2K -89 -1%
VWWMG
777
Vermillion & White Wealth Management Group
Pennsylvania
$1.27M -$1.29M -7,559 -50%
FFBTD
778
First Financial Bank - Trust Division
Ohio
$1.27M -$54.2K -317 -4%
PCM
779
Parsons Capital Management
Rhode Island
$1.26M -$88K -515 -7%
CCP
780
Clarity Capital Partners
California
$1.25M -$21K -123 -2%
D
781
Dentgroup
Louisiana
$1.24M +$26K +152 +2%
PAMG
782
Patton Albertson Miller Group
Tennessee
$1.22M +$6.32K +37 +0.5%
CF
783
Claris Financial
Virginia
$1.22M – – –
FWM
784
FLP Wealth Management
Arkansas
$1.2M +$220K +1,289 +22%
RWM
785
Riverchase Wealth Management
Texas
$1.19M -$27K -158 -2%
CAWM
786
Capital A Wealth Management
Pennsylvania
$1.19M -$2.83M -16,536 -70%
EFG
787
Ehrlich Financial Group
California
$1.19M -$81.7K -478 -6%
FPL
788
Fortress Private Ledger
North Carolina
$1.18M -$30.1K -176 -2%
WWP
789
Waypoint Wealth Partners
California
$1.18M -$913K -5,343 -44%
CA
790
Continuum Advisory
Idaho
$1.18M +$19.7K +115 +2%
ACM
791
Ardent Capital Management
Ohio
$1.17M – – –
NF
792
Nikulski Financial
Iowa
$1.17M – – –
MCA
793
Magnolia Capital Advisors
Mississippi
$1.17M -$6.86M -40,160 -85%
AFW
794
Avantra Family Wealth
Pennsylvania
$1.17M +$20.7K +121 +2%
LA
795
Lifeworks Advisors
Michigan
$1.16M +$265K +1,553 +30%
HH
796
Hilltop Holdings
Texas
$1.16M +$116K +676 +11%
LAS
797
Lloyd Advisory Services
Georgia
$1.15M -$151K -881 -12%
MWM
798
Meridian Wealth Management
Kentucky
$1.15M +$71.9K +421 +7%
OFG
799
Opulen Financial Group
Virginia
$1.14M +$1.2K +7 +0.1%
LSPW
800
Lake Street Private Wealth
Illinois
$1.12M +$43.1K +252 +4%
30 31
32
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