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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 %
SNWA
951
Siligmueller & Norvid Wealth Advisors
Illinois
$605K +$30.6K +179 +5%
BB
952
Busey Bank
Illinois
$603K -$9.4K -55 -2%
TC
953
TFR Capital
Texas
$594K – – –
PCA
954
Pallas Capital Advisors
Massachusetts
$593K +$38.6K +226 +7%
BTW
955
Boston Trust Walden
Massachusetts
$592K -$21.4K -125 -3%
TPWA
956
TRUE Private Wealth Advisors
Oregon
$592K -$292K -1,709 -33%
FNWM
957
Financial Network Wealth Management
Utah
$585K – – –
G
958
GenTrust
Florida
$581K – – –
LNB
959
Ledyard National Bank
$580K -$40.8K -239 -7%
SC
960
Soundwatch Capital
Connecticut
$576K -$233K -1,362 -29%
PAM
961
Palisade Asset Management
Minnesota
$574K – – –
IIA
962
Integral Investment Advisors
California
$569K +$569K +3,329 New
WLIM
963
White Lighthouse Investment Management
Massachusetts
$566K -$7.18K -42 -1%
MA
964
Mosaic Advisors
Texas
$549K +$313K +1,830 +132%
ML
965
McAdam LLC
Pennsylvania
$549K +$14.2K +83 +3%
S
966
Sachetta
Massachusetts
$548K +$3.08K +18 +0.6%
FA
967
Fiduciary Alliance
South Carolina
$539K +$47.7K +279 +10%
FSA
968
Financial Sense Advisors
California
$539K -$99.1K -580 -16%
LFG
969
Larson Financial Group
Missouri
$538K -$1.88K -11 -0.3%
WCP
970
Wick Capital Partners
Pennsylvania
$535K +$535K +3,132 New
ACI
971
Alpha Cubed Investments
California
$535K +$32K +187 +6%
PWPS
972
Pinnacle Wealth Planning Services
Ohio
$534K +$6.67K +39 +1%
MIFH
973
Migdal Insurance & Financial Holdings
Israel
$531K -$21.3K -125 -4%
MW
974
Marcum Wealth
Ohio
$530K +$24.8K +145 +5%
AIM
975
Anchor Investment Management
South Carolina
$530K – – –
37 38
39
40 41