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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 %
PWM
901
Paulson Wealth Management
Illinois
$721K – – –
SSWM
902
Strait & Sound Wealth Management
California
$719K +$308K +1,800 +75%
FA
903
Fortis Advisors
Pennsylvania
$717K +$92.5K +541 +15%
GIM
904
Goelzer Investment Management
Indiana
$716K +$13.8K +81 +2%
JFGLC
905
Johnson Financial Group LLC (Colorado)
Colorado
$709K +$709K +4,151 New
V
906
ViaWealth
Kansas
$707K -$104K -608 -13%
SFC
907
Strategic Financial Concepts
Texas
$704K +$122K +715 +21%
LSIA
908
LaSalle St. Investment Advisors
Illinois
$702K +$153K +896 +28%
DT
909
Diversified Trust
Tennessee
$700K +$81.2K +475 +13%
WAG
910
Wallace Advisory Group
California
$699K -$1.3M -7,317 -65%
BAM
911
Belpointe Asset Management
Nevada
$699K -$215K -1,258 -24%
AAP
912
Arax Advisory Partners
Colorado
$697K -$611K -3,575 -47%
HWA
913
HCR Wealth Advisors
California
$693K +$208K +1,217 +43%
FNBT
914
FineMark National Bank & Trust
Florida
$691K – – –
CB
915
Commerce Bank
Missouri
$689K +$88.4K +517 +15%
AA
916
Advisory Alpha
Michigan
$689K -$78.3K -458 -10%
NEPPG
917
New England Professional Planning Group
Rhode Island
$685K +$855 +5 +0.1%
AIS
918
Accredited Investor Services
Minnesota
$685K – – –
PFA
919
Pinnacle Family Advisors
Missouri
$670K +$113K +662 +20%
PPA
920
Painted Porch Advisors
California
$669K -$9.23K -54 -1%
MCM
921
Maple Capital Management
Vermont
$667K +$446K +2,610 +202%
4WM
922
4J Wealth Management
Virginia
$659K -$8.55K -50 -1%
IPA
923
Investment Planning Advisors
Georgia
$657K +$2.22K +13 +0.3%
PWP
924
Parkwoods Wealth Partners
New York
$657K +$657K +3,843 New
CTWM
925
Cherry Tree Wealth Management
Minnesota
$656K +$14.4K +84 +2%
35 36
37
38 39