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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 %
BP
926
Ballentine Partners
Massachusetts
$656K -$1.06M -6,228 -62%
NCM
927
NCM Capital Management
New Jersey
$656K – – –
Squarepoint
928
Squarepoint
New York
$648K +$186K +1,088 +40%
SS
929
Sunbelt Securities
Texas
$648K -$752K -4,403 -54%
Wealthfront Advisers
930
Wealthfront Advisers
California
$643K -$25K -146 -4%
AFO
931
Allie Family Office
Florida
$642K -$45.6K -267 -7%
LFAS
932
Level Four Advisory Services
Texas
$634K +$306K +1,793 +93%
GTAM
933
Global Trust Asset Management
Florida
$631K -$90.6K -530 -13%
MAWA
934
Moss Adams Wealth Advisors
Washington
$630K – – –
FCM
935
Firestone Capital Management
Florida
$629K +$1.03K +6 +0.2%
IAIM
936
International Assets Investment Management
Florida
$627K +$75.9K +444 +14%
OFS
937
OneAscent Financial Services
Alabama
$625K -$702K -4,102 -53%
DOA
938
D'Orazio & Associates
Virginia
$624K – – –
OWA
939
Octavia Wealth Advisors
Ohio
$621K +$77.9K +456 +14%
GJWM
940
Gilliland Jeter Wealth Management
Arkansas
$621K +$70.6K +413 +13%
Vanguard Group
941
Vanguard Group
Pennsylvania
$620K +$110K +644 +22%
SWA
942
Stratos Wealth Advisors
Ohio
$620K -$17.4M -101,648 -97%
OFG
943
Oxford Financial Group
Indiana
$619K -$297K -1,739 -32%
MW
944
MBL Wealth
North Carolina
$619K – – –
MC
945
Moors & Cabot
Massachusetts
$616K +$52.6K +308 +9%
CSPIA
946
Cary Street Partners Investment Advisory
Virginia
$613K +$91.9K +538 +18%
NCM
947
Northside Capital Management
Oregon
$612K +$612K +3,582 New
WSWA
948
Warren Street Wealth Advisors
California
$609K -$6.67K -39 -1%
FTS
949
Fifth Third Securities
Ohio
$608K -$1.88K -11 -0.3%
IA
950
Inspire Advisors
Idaho
$607K +$90.2K +528 +17%
36 37
38
39 40