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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 %
EAM
826
Empirical Asset Management
Massachusetts
$1.11M +$79.3K +434 +8%
SA
827
Seneschal Advisors
Washington
$1.1M +$56.7K +310 +5%
NFG
828
Nations Financial Group
Iowa
$1.1M +$156K +851 +16%
AIS
829
Accredited Investor Services
Minnesota
$1.1M +$369K +2,021 +50%
VWA
830
Visionary Wealth Advisors
Illinois
$1.1M -$62.2K -340 -5%
IAG
831
Ipsen Advisor Group
Arkansas
$1.1M +$3.47K +19 +0.3%
IUHSA
832
Itau Unibanco Holding S.A.
Brazil
$1.1M +$49.9K +273 +5%
YP
833
YANKCOM Partnership
South Dakota
$1.1M – – –
SC
834
Stephens Consulting
Michigan
$1.09M -$15K -82 -1%
D
835
Dentgroup
Louisiana
$1.09M -$242K -1,321 -18%
PWM
836
Pines Wealth Management
North Carolina
$1.08M +$37.7K +204 +4%
CL
837
COWA LLC
Oklahoma
$1.07M +$1.07M +5,832 New
SWM
838
SeaCrest Wealth Management
New York
$1.07M +$41K +224 +4%
FI
839
FWG Investments
Kentucky
$1.06M +$1.06M +5,780 New
EA
840
Ergawealth Advisors
Illinois
$1.04M -$58.3K -319 -5%
DT
841
Diversified Trust
Tennessee
$1.04M +$293K +1,604 +39%
CWM
842
Cahaba Wealth Management
Georgia
$1.04M -$21K -115 -2%
CPRC
843
Consolidated Portfolio Review Corp
New York
$1.04M +$520K +2,845 +101%
GWM
844
GK Wealth Management
Nevada
$1.03M -$34.4K -188 -3%
AAP
845
Arax Advisory Partners
Colorado
$1.03M +$287K +1,572 +39%
MWM
846
Modera Wealth Management
New Jersey
$1.03M -$49.5K -271 -5%
LSIA
847
LaSalle St. Investment Advisors
Illinois
$1.03M +$280K +1,534 +37%
Bessemer Group
848
Bessemer Group
New Jersey
$1.03M -$3.33M -18,181 -76%
First Manhattan
849
First Manhattan
New York
$1.02M -$2.74K -15 -0.3%
MFP
850
Meridian Financial Partners
Virginia
$1.01M +$20.7K +113 +2%
32 33
34
35 36