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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,463 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 134 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,463
Holders Change
+15
Holders Change %
+1.04%
% of All Funds
19.65%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
134
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
76
TIAA Trust, National Association
North Carolina
$79.5M 434,712 -86,581 -17%
PA
77
Pinnacle Associates
New York
$77.7M 425,220 +5,677 +1%
BAAM
78
Baker Avenue Asset Management
California
$76.2M 416,648 +966 +0.2%
US Bancorp
79
US Bancorp
Minnesota
$75.9M 414,891 +4,005 +1%
BWL
80
Bogart Wealth LLC
Virginia
$75.5M 412,892 -184,219 -31%
APW
81
Austin Private Wealth
Texas
$75M 410,188 -30,045 -7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$74.8M 409,396 -18,851 -4%
VU
83
Valence8 US
Massachusetts
$72.8M 398,316 +58,552 +17%
SWP
84
Sagespring Wealth Partners
Tennessee
$71.9M 393,038 +25,830 +7%
WSFS
85
Wilmington Savings Fund Society
Delaware
$70.2M 384,023 +43,400 +13%
GI
86
Gradient Investments
Minnesota
$68.6M 375,456 +3,241 +0.9%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.5M 363,535 +133,457 +58%
Truist Financial
88
Truist Financial
North Carolina
$65.6M 358,984 -12,543 -3%
SC
89
Schoolcraft Capital
Colorado
$65.1M 356,152 -27,951 -7%
LC
90
Landaas & Company
Wisconsin
$64.8M 354,232 +644 +0.2%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$64.2M 346,964 +12,621 +4%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$63.2M 345,616 -26,682 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
93
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$62.3M 340,511 +340,511 New
FA
94
Financial Advisors
Massachusetts
$61.3M 335,092 -154 -0%
SPIA
95
Steward Partners Investment Advisory
New York
$59.5M 325,622 +28,860 +10%
AI
96
Atria Investments
North Carolina
$59.4M 324,996 +27,820 +9%
CA
97
Cambridge Associates
Massachusetts
$58.4M 319,388 -24,372 -7%
AWS
98
Atria Wealth Solutions
New York
$57.7M 315,547 -187,778 -37%
EB
99
Eastern Bank
Massachusetts
$57.3M 313,506 +47,767 +18%
MWM
100
Modern Wealth Management
Kansas
$56.7M 309,879 +7,360 +2%
2 3
4
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