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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 %
TIAA Trust, National Association
76
TIAA Trust, National Association
North Carolina
$79.5M -$15.8M -86,581 -17%
PA
77
Pinnacle Associates
New York
$77.7M +$1.04M +5,677 +1%
BAAM
78
Baker Avenue Asset Management
California
$76.2M +$177K +966 +0.2%
US Bancorp
79
US Bancorp
Minnesota
$75.9M +$732K +4,005 +1%
BWL
80
Bogart Wealth LLC
Virginia
$75.5M -$33.7M -184,219 -31%
APW
81
Austin Private Wealth
Texas
$75M -$5.49M -30,045 -7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$74.8M -$3.45M -18,851 -4%
VU
83
Valence8 US
Massachusetts
$72.8M +$10.7M +58,552 +17%
SWP
84
Sagespring Wealth Partners
Tennessee
$71.9M +$4.72M +25,830 +7%
WSFS
85
Wilmington Savings Fund Society
Delaware
$70.2M +$7.93M +43,400 +13%
GI
86
Gradient Investments
Minnesota
$68.6M +$593K +3,241 +0.9%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.5M +$24.4M +133,457 +58%
Truist Financial
88
Truist Financial
North Carolina
$65.6M -$2.29M -12,543 -3%
SC
89
Schoolcraft Capital
Colorado
$65.1M -$5.11M -27,951 -7%
LC
90
Landaas & Company
Wisconsin
$64.8M +$118K +644 +0.2%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$64.2M +$2.33M +12,621 +4%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$63.2M -$4.88M -26,682 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
93
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$62.3M +$62.3M +340,511 New
FA
94
Financial Advisors
Massachusetts
$61.3M -$28.2K -154 -0%
SPIA
95
Steward Partners Investment Advisory
New York
$59.5M +$5.28M +28,860 +10%
AI
96
Atria Investments
North Carolina
$59.4M +$5.09M +27,820 +9%
CA
97
Cambridge Associates
Massachusetts
$58.4M -$4.46M -24,372 -7%
AWS
98
Atria Wealth Solutions
New York
$57.7M -$34.4M -187,778 -37%
EB
99
Eastern Bank
Massachusetts
$57.3M +$8.73M +47,767 +18%
MWM
100
Modern Wealth Management
Kansas
$56.7M +$1.35M +7,360 +2%
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4
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