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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 %
FT
851
Fiduciary Trust
Massachusetts
$931K – – –
MFP
852
Meridian Financial Partners
Virginia
$928K -$67.7K -396 -7%
KWM
853
Kingsview Wealth Management
Oregon
$928K -$95.7K -560 -9%
CCG
854
Cloverfields Capital Group
Minnesota
$923K +$69.9K +409 +8%
CFS
855
Coordinated Financial Services
Colorado
$922K +$45.3K +265 +5%
IAG
856
Investment Advisory Group
Massachusetts
$921K +$342 +2 +0%
OFO
857
OneAscent Family Office
Alabama
$911K +$911K +5,321 New
LRWM
858
Lord & Richards Wealth Management
Colorado
$908K +$74.5K +436 +9%
WN
859
Williams & Novak
California
$906K +$906K +5,292 New
CIBC Private Wealth Group
860
CIBC Private Wealth Group
Georgia
$889K +$119K +784 +16%
WFM
861
Wolff Financial Management
Michigan
$887K -$4.27K -25 -0.5%
NFG
862
Nations Financial Group
Iowa
$886K +$45K +263 +5%
PPW
863
Pasadena Private Wealth
California
$883K +$161K +944 +22%
Citadel Advisors
864
Citadel Advisors
Florida
$880K -$4.66M -27,266 -84%
VPIM
865
Vanguard Personalized Indexing Management
California
$879K +$879K +5,143 New
FFWA
866
FRG Family Wealth Advisors
Washington
$877K -$19.7K -115 -2%
LJAC
867
L.J. Altfest & Co
New York
$870K -$6.45M -37,722 -88%
QWP
868
Quotient Wealth Partners
Texas
$869K +$75.2K +440 +9%
FAB
869
First American Bank
Illinois
$866K – – –
PWM
870
Pines Wealth Management
North Carolina
$862K +$21.9K +144 +3%
Fisher Asset Management
871
Fisher Asset Management
Washington
$859K +$526K +3,079 +158%
OC
872
Oppenheimer & Co
New York
$854K -$664K -3,883 -44%
KWA
873
Kellett Wealth Advisors
Ohio
$853K +$89.7K +525 +12%
FCA
874
FLC Capital Advisors
California
$851K -$55.7K -326 -6%
NA
875
Novus Advisors
South Carolina
$840K +$48.2K +282 +6%
33 34
35
36 37