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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 %
S
976
Sachetta
Massachusetts
$587K +$731 +4 +0.1%
PWP
977
Parkwoods Wealth Partners
New York
$586K -$117K -638 -17%
PAS
978
PKS Advisory Services
New York
$584K +$26.5K +145 +5%
LWA
979
LifeGoal Wealth Advisors
New York
$583K +$106K +578 +22%
HP
980
Holistic Planning
Texas
$581K +$242K +1,323 +71%
HIA
981
Harbor Investment Advisory
Maryland
$572K +$96.9K +530 +20%
CIS
982
Custom Index Systems
New York
$569K -$285K -1,559 -33%
OFS
983
OneAscent Financial Services
Alabama
$569K -$99.8K -545 -15%
AIM
984
Anchor Investment Management
South Carolina
$567K – – –
BSSFA
985
Baron Silver Stevens Financial Advisors
Florida
$566K +$566K +3,097 New
MGIA
986
Moneta Group Investment Advisors
Missouri
$566K +$191K +1,046 +51%
DTC
987
Davidson Trust Company
Washington
$564K +$58.1K +318 +11%
DCM
988
Donaldson Capital Management
Indiana
$563K – – –
ACI
989
Alpha Cubed Investments
California
$563K -$9.32K -51 -2%
PWPS
990
Pinnacle Wealth Planning Services
Ohio
$561K -$10.1K -55 -2%
TCM
991
TruNorth Capital Management
Michigan
$560K -$2.38K -13 -0.4%
CWM
992
Calamos Wealth Management
Illinois
$557K +$48.3K +264 +9%
AAS
993
Asset Allocation Strategies
Michigan
$557K +$731 +4 +0.1%
ML
994
McAdam LLC
Pennsylvania
$555K -$32.7K -179 -6%
CA
995
Crewe Advisors
Utah
$554K +$263K +1,440 +91%
UBP
996
Union Bancaire Privee
Switzerland
$553K -$1.02M -5,615 -65%
EWA
997
Elevate Wealth Advisory
Georgia
$552K +$16.5K +90 +3%
RIM
998
Rockbridge Investment Management
New York
$551K – – –
FF
999
Farnam Financial
Arizona
$550K – – –
IPWA
1000
International Private Wealth Advisors
California
$549K +$1.46K +8 +0.3%
38 39
40
41 42