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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 %
KFG
876
Kelly Financial Group
Connecticut
$839K -$101K -593 -11%
AWG
877
Altus Wealth Group
Colorado
$836K -$2.05K -12 -0.2%
CF
878
Clarity Financial
Texas
$823K – – –
WT
879
Washington Trust
Rhode Island
$823K -$170K -996 -17%
RG
880
Rathbones Group
United Kingdom
$819K +$353K +2,064 +76%
GWMR
881
GC Wealth Management RIA
Massachusetts
$819K -$21.4K -125 -3%
DWP
882
Destiny Wealth Partners
Florida
$818K – – –
PW
883
PUREfi Wealth
Massachusetts
$818K +$183K +1,068 +29%
TNA
884
True North Advisors
Texas
$811K +$302K +1,770 +59%
MWS
885
MFA Wealth Services
California
$808K +$13.5K +79 +2%
FGAM
886
Financial Gravity Asset Management
Texas
$808K +$808K +4,726 New
CIS
887
Custom Index Systems
New York
$799K – – –
SPW
888
Sonoma Private Wealth
California
$794K -$43.7K -256 -5%
LGA
889
Lebenthal Global Advisors
New York
$788K +$25.6K +150 +3%
BCM
890
Beck Capital Management
Texas
$788K -$22.6K -132 -3%
EWS
891
Evergreen Wealth Solutions
Pennsylvania
$779K +$6.84K +40 +0.9%
PA
892
Procyon Advisors
Connecticut
$777K +$185K +1,081 +31%
ACM
893
Advisors Capital Management
New Jersey
$772K -$14.5K -85 -2%
Bank Julius Baer & Co
894
Bank Julius Baer & Co
Switzerland
$758K -$8.23M -42,571 -92%
TWA
895
Trace Wealth Advisors
California
$758K – – –
PS
896
Planned Solutions
California
$755K +$159K +929 +27%
GWA
897
Genesis Wealth Advisors
Massachusetts
$753K -$108K -634 -13%
FEM
898
Fulcrum Equity Management
Texas
$729K +$74.7K +437 +11%
EWA
899
Etesian Wealth Advisors
Oregon
$723K +$223K +1,306 +45%
RFW
900
Rainier Family Wealth
Washington
$722K – – –
34 35
36
37 38