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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 %
TWA
901
Trace Wealth Advisors
California
$811K – – –
RBCM
902
Raub Brock Capital Management
California
$807K +$807K +4,414 New
GIM
903
Goelzer Investment Management
Indiana
$801K +$34.6K +189 +5%
DOA
904
D'Orazio & Associates
Virginia
$791K +$123K +675 +18%
IAIM
905
International Assets Investment Management
Florida
$787K +$117K +640 +17%
MIFH
906
Migdal Insurance & Financial Holdings
Israel
$782K +$214K +1,169 +38%
SFC
907
Strategic Financial Concepts
Texas
$777K +$40.9K +229 +6%
BAM
908
Belpointe Asset Management
Nevada
$773K +$26K +142 +3%
PWM
909
Paulson Wealth Management
Illinois
$772K – – –
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$772K +$772K +4,220 New
Wealthfront Advisers
911
Wealthfront Advisers
California
$763K +$75.7K +414 +11%
Fisher Asset Management
912
Fisher Asset Management
Washington
$752K -$167K -911 -18%
GJWM
913
Gilliland Jeter Wealth Management
Arkansas
$751K +$87K +476 +13%
BB
914
Busey Bank
Illinois
$747K +$103K +561 +16%
CICC
915
Capital Investment Counsel (Colorado)
Colorado
$746K +$746K +4,082 New
MWM
916
Maridea Wealth Management
New York
$745K +$251K +1,373 +51%
LT
917
Legacy Trust
Michigan
$745K +$201K +1,100 +37%
VFA
918
Valeo Financial Advisors
Indiana
$742K -$322K -1,759 -30%
CTWM
919
Cherry Tree Wealth Management
Minnesota
$740K +$37.3K +204 +5%
FNBT
920
FineMark National Bank & Trust
Florida
$739K – – –
IA
921
Inspire Advisors
Idaho
$734K +$84.5K +462 +13%
NEPPG
922
New England Professional Planning Group
Rhode Island
$734K +$1.1K +6 +0.1%
PFA
923
Pinnacle Family Advisors
Missouri
$718K +$1.28K +7 +0.2%
Vanguard Group
924
Vanguard Group
Pennsylvania
$717K +$53.6K +293 +8%
WMWM
925
Wilkins Miller Wealth Management
Alabama
$717K +$717K +3,921 New
35 36
37
38 39