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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 %
RF
876
RHS Financial
California
$914K -$1.21M -6,602 -57%
FCA
877
FLC Capital Advisors
California
$910K – – –
EWS
878
Evergreen Wealth Solutions
Pennsylvania
$906K +$73.1K +400 +9%
FFWA
879
FRG Family Wealth Advisors
Washington
$904K -$33.8K -185 -4%
CA
880
Continuum Advisory
Idaho
$898K -$361K -1,973 -29%
KFG
881
Kelly Financial Group
Connecticut
$898K +$731 +4 +0.1%
SSWM
882
Strait & Sound Wealth Management
California
$891K +$122K +665 +16%
IIM
883
InTrack Investment Management
Vermont
$881K +$881K +4,820 New
WT
884
Washington Trust
Rhode Island
$880K – – –
MCM
885
Mattern Capital Management
Colorado
$873K -$148K -809 -14%
RFW
886
Rainier Family Wealth
Washington
$872K +$99.5K +544 +13%
Squarepoint
887
Squarepoint
New York
$868K +$175K +957 +25%
KWM
888
Kingsview Wealth Management
Oregon
$866K -$126K -690 -13%
AP
889
Americana Partners
Texas
$866K +$866K +4,735 New
EWA
890
Etesian Wealth Advisors
Oregon
$850K +$76.2K +417 +10%
IWA
891
IBEX Wealth Advisors
New Jersey
$848K +$848K +4,640 New
SPW
892
Sonoma Private Wealth
California
$847K -$1.65K -9 -0.2%
LGA
893
Lebenthal Global Advisors
New York
$842K -$914 -5 -0.1%
BCM
894
Beck Capital Management
Texas
$841K -$2.01K -11 -0.2%
DWP
895
Destiny Wealth Partners
Florida
$835K -$40.4K -221 -5%
Empower Advisory Group
896
Empower Advisory Group
Colorado
$831K +$377K +2,061 +83%
OC
897
Oppenheimer & Co
New York
$825K -$88.1K -482 -10%
NA
898
Novus Advisors
South Carolina
$822K -$77K -421 -9%
FEM
899
Fulcrum Equity Management
Texas
$816K +$36K +197 +5%
Bank Julius Baer & Co
900
Bank Julius Baer & Co
Switzerland
$811K +$93.6K +512 +13%
34 35
36
37 38