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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 %
CIA
801
Compass Ion Advisors
Pennsylvania
$1.12M -$173K -1,013 -13%
SC
802
Saiph Capital
New Jersey
$1.12M – – –
FFP
803
FourThought Financial Partners
Florida
$1.11M -$163K -955 -13%
SOS
804
Silver Oak Securities
Tennessee
$1.11M -$1.2M -7,089 -52%
SWP
805
Semus Wealth Partners
Florida
$1.1M +$181K +1,057 +20%
IC
806
IEQ Capital
California
$1.1M +$27.9K +163 +3%
GEA
807
Glen Eagle Advisors
New Jersey
$1.09M -$77.2K -452 -7%
CWMK
808
Caliber Wealth Management (Kansas)
Kansas
$1.09M +$1.09M +6,365 New
VWA
809
Visionary Wealth Advisors
Illinois
$1.09M +$19.1K +112 +2%
Pathstone Holdings
810
Pathstone Holdings
New Jersey
$1.09M +$180K +1,053 +20%
PGFC
811
Peapack-Gladstone Financial Corp
New Jersey
$1.08M +$31.4K +184 +3%
BWP
812
Bernardo Wealth Planning
Pennsylvania
$1.07M -$1.2K -7 -0.1%
MIC
813
Meridian Investment Counsel
California
$1.07M – – –
GSC
814
G&S Capital
Colorado
$1.06M +$24.3K +142 +2%
KA
815
Kovack Advisors
Florida
$1.06M -$44.9K -263 -4%
LL
816
LPWM LLC
Minnesota
$1.05M +$79.8K +467 +8%
HA
817
Herold Advisors
New York
$1.04M +$212K +1,240 +25%
BTWM
818
Brass Tax Wealth Management
Ohio
$1.04M +$8.72K +51 +0.8%
SC
819
Stephens Consulting
Michigan
$1.03M -$41.4K -242 -4%
SEIA
820
Signature Estate & Investment Advisors
California
$1.03M +$139K +814 +16%
EA
821
Ergawealth Advisors
Illinois
$1.03M -$8.72K -51 -0.8%
SIS
822
Sound Income Strategies
Florida
$1.03M +$34.3K +201 +3%
YP
823
YANKCOM Partnership
South Dakota
$1.03M – – –
IAG
824
Ipsen Advisor Group
Arkansas
$1.03M +$2.39K +14 +0.2%
IRC
825
Investors Research Corp
Georgia
$1.02M +$76.4K +447 +8%
31 32
33
34 35