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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 %
LFA
826
LGT Financial Advisors
Texas
$1.02M +$90.1K +527 +10%
MFWP
827
Mosaic Family Wealth Partners
Missouri
$1.02M +$7.18K +42 +0.7%
ELI
828
Empire Life Investments
Ontario, Canada
$1.02M -$3.13M -18,300 -75%
DWM
829
Drive Wealth Management
Utah
$1.01M +$5.98K +35 +0.6%
MWM
830
Modera Wealth Management
New Jersey
$1.01M +$8.55K +50 +0.9%
AWM
831
Aprio Wealth Management
Georgia
$1.01M +$660K +3,864 +188%
GWM
832
GK Wealth Management
Nevada
$999K +$98.6K +577 +11%
AWC
833
Abundance Wealth Counselors
Pennsylvania
$996K – – –
VFA
834
Valeo Financial Advisors
Indiana
$994K +$337K +1,972 +51%
CWM
835
Cahaba Wealth Management
Georgia
$991K – – –
LSA
836
L & S Advisors
California
$986K -$29K -170 -3%
HNB
837
Huntington National Bank
Ohio
$985K -$1.05M – –
IUHSA
838
Itau Unibanco Holding S.A.
Brazil
$981K +$981K +5,741 New
AFP
839
Alpha Financial Partners
Kentucky
$981K +$50.8K +297 +5%
RMAM
840
Raab & Moskowitz Asset Management
New Jersey
$979K -$162K -949 -14%
SA
841
Seneschal Advisors
Washington
$979K +$35.9K +210 +4%
AFG
842
Allegheny Financial Group
Pennsylvania
$976K -$3.25K -19 -0.3%
WDG
843
Wealth Dimensions Group
Ohio
$964K -$5.98K -35 -0.6%
First Manhattan
844
First Manhattan
New York
$959K -$63.2K -370 -6%
EAM
845
Empirical Asset Management
Massachusetts
$959K +$166K +970 +21%
GT
846
Glenview Trust
Kentucky
$959K -$112K -654 -10%
SWM
847
SeaCrest Wealth Management
New York
$958K -$12K -70 -1%
MCM
848
Mattern Capital Management
Colorado
$954K -$7.69K -45 -0.8%
VCM
849
Violich Capital Management
California
$947K – – –
TWP
850
Tyche Wealth Partners
Texas
$934K +$263K +1,537 +39%
32 33
34
35 36