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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,448 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 99 funds opening new positions, 693 increasing their positions, 461 reducing their positions, and 86 closing their positions.

Holders
1,448
Holders Change
-20
Holders Change %
-1.36%
% of All Funds
19.67%
Holding in Top 10
246
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.91%
% of All Funds
3.34%
New
99
Increased
693
Reduced
461
Closed
86
Calls
$3.9M
Puts
$1.11M
Net Calls
+$2.79M
Net Calls Change
-$45K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$462M
3
LPL Financial
3
LPL Financial
California
$3.11B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$323M
5
OWM
5
Orgel Wealth Management
Wisconsin
$322M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
HI
2
Horizon Investments
North Carolina
$4.09M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$236M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$437M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.65B
Name Market Value Shares Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$76M 444,989 -12,919 -3%
APW
77
Austin Private Wealth
Texas
$75.2M 440,233 +15,894 +4%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$73.2M 428,247 +21,353 +5%
CHP
79
Cable Hill Partners
Oregon
$72.8M 429,606 +11,790 +3%
PA
80
Pinnacle Associates
New York
$71.7M 419,543 +6,816 +2%
BAAM
81
Baker Avenue Asset Management
California
$71M 415,682 -16,672 -4%
AWMS
82
Advocacy Wealth Management Services
Georgia
$70.7M 413,856 +46,687 +13%
US Bancorp
83
US Bancorp
Minnesota
$70.2M 410,886 +24,486 +6%
SC
84
Schoolcraft Capital
Colorado
$65.6M 384,103 -11,929 -3%
Franklin Resources
85
Franklin Resources
California
$63.9M 374,199 +7,767 +2%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$63.6M 372,298 +51,221 +16%
GI
87
Gradient Investments
Minnesota
$63.6M 372,215 +32,676 +10%
Truist Financial
88
Truist Financial
North Carolina
$63.5M 371,527 +31,184 +9%
SWP
89
Sagespring Wealth Partners
Tennessee
$62.8M 367,208 +16,188 +5%
STA
90
Summit Trail Advisors
New York
$62.4M 365,040 +15,581 +4%
LC
91
Landaas & Company
Wisconsin
$60.4M 353,588 +11,367 +3%
CA
92
Cambridge Associates
Massachusetts
$58.7M 343,760 +62,101 +22%
WSFS
93
Wilmington Savings Fund Society
Delaware
$58.2M 340,623 +5,228 +2%
VU
94
Valence8 US
Massachusetts
$58.1M 339,764 +12,854 +4%
FA
95
Financial Advisors
Massachusetts
$57.3M 335,246 +818 +0.2%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$57.1M 334,343 +15,595 +5%
SHJ
97
Sharkey, Howes & Javer
Colorado
$51.9M 303,689 +2,777 +0.9%
MWM
98
Modern Wealth Management
Kansas
$51.7M 302,519 +122,035 +68%
AI
99
Atria Investments
North Carolina
$50.8M 297,176 +45,939 +18%
SPIA
100
Steward Partners Investment Advisory
New York
$50.7M 296,762 -12,770 -4%
2 3
4
5 6