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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 %
AA
926
Advisory Alpha
Michigan
$712K -$25.2K -138 -3%
FWP
927
Family Wealth Partners
North Carolina
$711K +$711K +3,889 New
HWA
928
HCR Wealth Advisors
California
$711K -$30.5K -167 -4%
TNA
929
True North Advisors
Texas
$710K -$157K -859 -18%
FB
930
Fulton Bank
Pennsylvania
$706K +$267K +1,460 +61%
FA
931
Fortis Advisors
Pennsylvania
$704K -$62.5K -342 -8%
OWA
932
Octavia Wealth Advisors
Ohio
$703K +$38.8K +212 +6%
BP
933
Ballentine Partners
Massachusetts
$702K – – –
NCM
934
NCM Capital Management
New Jersey
$702K – – –
4WM
935
4J Wealth Management
Virginia
$696K -$9.32K -51 -1%
PP
936
Prudential plc
United Kingdom
$690K -$823K -4,500 -54%
CB
937
Commerce Bank
Missouri
$687K -$50.3K -275 -7%
GWA
938
Genesis Wealth Advisors
Massachusetts
$687K -$119K -649 -15%
AFO
939
Allie Family Office
Florida
$687K – – –
Susquehanna International Group
940
Susquehanna International Group
Pennsylvania
$686K -$45.3M -247,640 -99%
CSPIA
941
Cary Street Partners Investment Advisory
Virginia
$682K +$25.6K +140 +4%
CAI
942
Capital Advisors Inc
Oklahoma
$676K +$676K +3,698 New
FCM
943
Firestone Capital Management
Florida
$674K +$1.28K +7 +0.2%
MAWA
944
Moss Adams Wealth Advisors
Washington
$674K – – –
CIC
945
Chilton Investment Company
Connecticut
$668K -$2.67M -14,587 -80%
OFG
946
Oxford Financial Group
Indiana
$663K +$914 +5 +0.1%
IAS
947
Insigneo Advisory Services
Florida
$663K +$390K +2,131 +142%
APW
948
Axim Planning & Wealth
Ohio
$661K +$661K +3,614 New
V
949
ViaWealth
Kansas
$657K -$99.3K -543 -13%
EFG
950
Embree Financial Group
Illinois
$656K +$656K +3,587 New
36 37
38
39 40