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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 %
DCM
976
Donaldson Capital Management
Indiana
$527K +$527K +3,081 New
TCM
977
TruNorth Capital Management
Michigan
$526K +$526K +3,076 New
PAS
978
PKS Advisory Services
New York
$521K +$13.7K +80 +3%
LCWP
979
Legacy Capital Wealth Partners
Arkansas
$520K +$244K +1,433 +88%
AAS
980
Asset Allocation Strategies
Michigan
$520K -$409K -2,395 -44%
DIM
981
Delta Investment Management
California
$519K +$55.7K +326 +12%
VFPW
982
Vantage Financial Partners (Wisconsin)
Wisconsin
$518K -$32.8K -192 -6%
RIM
983
Rockbridge Investment Management
New York
$515K +$4.79K +28 +0.9%
FF
984
Farnam Financial
Arizona
$514K – – –
IPWA
985
International Private Wealth Advisors
California
$512K +$16.2K +95 +3%
IIA
986
IPG Investment Advisors
California
$511K -$137K -803 -21%
WA
987
Waddell & Associates
Tennessee
$510K +$41.7K +244 +9%
WJA
988
Willis Johnson & Associates
Texas
$508K +$68K +398 +15%
LT
989
Legacy Trust
Michigan
$508K +$34.2K +200 +7%
FNT
990
First National Trust
Pennsylvania
$507K – – –
TWM
991
Tolleson Wealth Management
Texas
$505K +$231K +1,350 +84%
SIC
992
SFE Investment Counsel
California
$504K +$504K +2,951 New
FWCM
993
Ferguson Wellman Capital Management
Oregon
$503K – – –
FFG
994
First Financial Group
North Carolina
$502K -$10.3K -60 -2%
EWA
995
Elevate Wealth Advisory
Georgia
$500K +$19.7K +115 +4%
AB
996
Atlas Brown
Kentucky
$499K +$42.2K +247 +9%
CCM
997
Crew Capital Management
Ohio
$498K -$18.3K -107 -4%
HFO
998
Heritage Family Offices
Arizona
$496K -$50.6K -296 -9%
YWS
999
Yarger Wealth Strategies
Ohio
$492K -$154K -901 -24%
CWC
1000
Carolinas Wealth Consulting
North Carolina
$492K +$33.1K +194 +7%
38 39
40
41 42