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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 %
NCM
951
Northside Capital Management
Oregon
$655K – – –
EPAM
952
Euro Pacific Asset Management
Puerto Rico
$652K +$652K +3,569 New
MC
953
Moors & Cabot
Massachusetts
$652K -$7.31K -40 -1%
MW
954
MBL Wealth
North Carolina
$652K -$10.1K -55 -2%
WSWA
955
Warren Street Wealth Advisors
California
$652K – – –
SNWA
956
Siligmueller & Norvid Wealth Advisors
Illinois
$649K – – –
MCM
957
Maple Capital Management
Vermont
$648K -$65.8K -360 -9%
CF
958
Claris Financial
Virginia
$642K -$607K -3,321 -49%
TC
959
TFR Capital
Texas
$636K – – –
BTW
960
Boston Trust Walden
Massachusetts
$633K – – –
PPA
961
Painted Porch Advisors
California
$628K -$88.3K -483 -12%
GWM
962
Gibbs Wealth Management
Georgia
$627K +$627K +3,428 New
FFG
963
Fortress Financial Group
Minnesota
$624K +$287K +1,568 +85%
G
964
GenTrust
Florida
$622K – – –
AIM
965
Advyzon Investment Management
Illinois
$619K +$312K +1,705 +101%
FTS
966
Fifth Third Securities
Ohio
$618K -$31.8K -174 -5%
WJA
967
Willis Johnson & Associates
Texas
$617K +$73.5K +402 +14%
WLIM
968
White Lighthouse Investment Management
Massachusetts
$615K +$9.51K +52 +2%
PAM
969
Palisade Asset Management
Minnesota
$614K – – –
FA
970
Fiduciary Alliance
South Carolina
$612K +$34.6K +189 +6%
IIA
971
Integral Investment Advisors
California
$609K – – –
OLVIG
972
Oliver Lagore Vanvalin Investment Group
Michigan
$604K +$604K +3,536 New
LNB
973
Ledyard National Bank
$603K -$17.7K -97 -3%
VWWMG
974
Vermillion & White Wealth Management Group
Pennsylvania
$599K -$758K -4,145 -56%
PA
975
Procyon Advisors
Connecticut
$593K -$238K -1,304 -29%
37 38
39
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