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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 %
CCP
1001
Clarity Capital Partners
California
$548K -$785K -4,295 -59%
OPWM
1002
Oregon Pacific Wealth Management
Oregon
$546K +$272K +1,487 +99%
RCAG
1003
Rehmann Capital Advisory Group
Michigan
$546K +$141K +770 +35%
VFPW
1004
Vantage Financial Partners (Wisconsin)
Wisconsin
$546K -$8.41K -46 -2%
FNT
1005
First National Trust
Pennsylvania
$543K – – –
CWMG
1006
Compass Wealth Management (Georgia)
Georgia
$542K +$542K +2,967 New
TWM
1007
Tolleson Wealth Management
Texas
$541K – – –
SM
1008
Sweeney & Michel
California
$539K +$82.2K +447 +18%
FFA
1009
Florida Financial Advisors
Florida
$538K +$85.6K +468 +19%
FWCM
1010
Ferguson Wellman Capital Management
Oregon
$538K – – –
WPC
1011
Wedmont Private Capital
Pennsylvania
$529K +$529K +2,863 New
YWS
1012
Yarger Wealth Strategies
Ohio
$528K +$1.1K +6 +0.2%
FFG
1013
First Financial Group
North Carolina
$519K -$18.1K -99 -3%
AB
1014
Atlas Brown
Kentucky
$518K -$15.5K -85 -3%
AWM
1015
Avior Wealth Management
Nebraska
$517K +$29.1K +159 +6%
BHPW
1016
Beverly Hills Private Wealth
California
$517K -$914 -5 -0.2%
RG
1017
Rathbones Group
United Kingdom
$515K -$361K -1,977 -41%
JGIA
1018
Jackson Grant Investment Advisers
Connecticut
$512K +$2.19K +12 +0.4%
EW
1019
Evoke Wealth
California
$507K -$14.1K -77 -3%
JFGLC
1020
Johnson Financial Group LLC (Colorado)
Colorado
$507K -$252K -1,380 -33%
TW
1021
TritonPoint Wealth
Maryland
$505K +$1.83K +10 +0.4%
Jane Street
1022
Jane Street
New York
$503K -$10.6M -58,159 -95%
IF
1023
Integrity Financial
Wyoming
$501K +$268K +1,466 +115%
LIA
1024
LS Investment Advisors
Michigan
$500K +$60.3K +330 +14%
PCA
1025
Pallas Capital Advisors
Massachusetts
$494K -$141K -769 -22%
39 40
41
42 43