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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 %
SC
801
Saiph Capital
New Jersey
$1.2M – – –
FFP
802
FourThought Financial Partners
Florida
$1.19M -$183 -1 -0%
FGC
803
Financial Gravity Companies
Texas
$1.16M +$1.16M +6,332 New
GAM
804
Gotham Asset Management
New York
$1.16M +$1.16M +6,332 New
MSFS
805
Main Street Financial Solutions
Pennsylvania
$1.16M +$1.16M +6,330 New
HA
806
Herold Advisors
New York
$1.16M +$41.1K +225 +4%
PGFC
807
Peapack-Gladstone Financial Corp
New Jersey
$1.15M +$731 +4 +0.1%
LAS
808
Lloyd Advisory Services
Georgia
$1.15M -$87.2K -477 -7%
MIC
809
Meridian Investment Counsel
California
$1.14M – – –
GSC
810
G&S Capital
Colorado
$1.14M +$1.46K +8 +0.1%
HH
811
Hilltop Holdings
Texas
$1.14M -$101K -555 -8%
WDG
812
Wealth Dimensions Group
Ohio
$1.14M +$105K +576 +10%
GFA
813
Gallagher Fiduciary Advisors
Illinois
$1.13M +$1.12M +2,463,130 +13,081%
LL
814
LPWM LLC
Minnesota
$1.12M -$366 -2 -0%
FT
815
Fiduciary Trust
Massachusetts
$1.12M +$127K +694 +13%
KA
816
Kovack Advisors
Florida
$1.12M -$8.04K -44 -0.7%
ELI
817
Empire Life Investments
Ontario, Canada
$1.12M +$28K +153 +3%
AFP
818
Alpha Financial Partners
Kentucky
$1.11M +$62.7K +343 +6%
BTWM
819
Brass Tax Wealth Management
Ohio
$1.11M +$2.38K +13 +0.2%
CCG
820
Cloverfields Capital Group
Minnesota
$1.11M +$124K +677 +13%
CIA
821
Compass Ion Advisors
Pennsylvania
$1.11M -$88.7K -485 -7%
LSA
822
L & S Advisors
California
$1.11M +$55.6K +304 +5%
EIA
823
Eldridge Investment Advisors
New Hampshire
$1.11M -$282K -1,544 -20%
AFG
824
Allegheny Financial Group
Pennsylvania
$1.11M +$61.8K +338 +6%
ACM
825
Advisors Capital Management
New Jersey
$1.11M +$280K +1,529 +34%
31 32
33
34 35