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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 %
CIBC Private Wealth Group
851
CIBC Private Wealth Group
Georgia
$1.01M -$54.8K -300 -5%
MWS
852
MFA Wealth Services
California
$1.01M +$142K +779 +16%
GT
853
Glenview Trust
Kentucky
$1.01M -$18.5K -101 -2%
VCM
854
Violich Capital Management
California
$1.01M -$7.31K -40 -0.7%
Qube Research & Technologies (QRT)
855
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$928K +5,078 +1,203%
MAM
856
Milestone Asset Management
Pennsylvania
$1M +$1M +5,485 New
AWC
857
Abundance Wealth Counselors
Pennsylvania
$999K – – –
IAG
858
Investment Advisory Group
Massachusetts
$986K +$183 +1 +0%
CFS
859
Coordinated Financial Services
Colorado
$980K -$6.4K -35 -0.6%
WWP
860
Wise Wealth Partners
Arizona
$975K -$2.03M -11,129 -68%
KWA
861
Kellett Wealth Advisors
Ohio
$974K +$61.2K +335 +7%
EWM
862
Evolution Wealth Management
Florida
$969K +$969K +5,298 New
PW
863
PUREfi Wealth
Massachusetts
$968K +$93.2K +510 +11%
MFWP
864
Mosaic Family Wealth Partners
Missouri
$963K -$127K -692 -12%
HIM
865
Hanlon Investment Management
New Jersey
$960K -$706K -3,864 -42%
TCOT
866
Trust Company of Toledo
Ohio
$959K +$959K +5,248 New
AWM
867
Aprio Wealth Management
Georgia
$956K -$126K -690 -12%
OFO
868
OneAscent Family Office
Alabama
$950K -$23K -126 -2%
WFM
869
Wolff Financial Management
Michigan
$949K +$914 +5 +0.1%
VPIM
870
Vanguard Personalized Indexing Management
California
$940K – – –
HWM
871
HB Wealth Management
Georgia
$933K -$3.53M -19,303 -79%
FAB
872
First American Bank
Illinois
$927K – – –
PPW
873
Pasadena Private Wealth
California
$922K -$23.2K -127 -2%
AWG
874
Altus Wealth Group
Colorado
$921K +$27.6K +151 +3%
QWP
875
Quotient Wealth Partners
Texas
$920K -$10.1K -55 -1%
33 34
35
36 37