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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 %
JFG
1001
JDM Financial Group
Texas
$490K – – –
EW
1002
Evoke Wealth
California
$487K +$57.6K +337 +13%
MWA
1003
MN Wealth Advisors
Kansas
$486K +$486K +2,841 New
FWM
1004
FSR Wealth Management
Illinois
$484K -$41.4K -242 -8%
BHPW
1005
Beverly Hills Private Wealth
California
$484K +$24.4K +143 +5%
CPRC
1006
Consolidated Portfolio Review Corp
New York
$483K +$199K +1,166 +70%
CIP
1007
Capital Insight Partners
Arizona
$478K +$157K +920 +49%
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$476K +$16.2K +95 +4%
CWM
1009
Calamos Wealth Management
Illinois
$475K +$37.3K +218 +9%
BMWM
1010
Brown Miller Wealth Management
Virginia
$475K +$475K +2,780 New
DTC
1011
Davidson Trust Company
Washington
$473K +$29.9K +175 +7%
VW
1012
Veridan Wealth
Oregon
$472K +$9.91K +58 +2%
LWA
1013
LifeGoal Wealth Advisors
New York
$471K +$471K +2,612 New
SWA
1014
Sightline Wealth Advisors
Connecticut
$471K -$931K -5,447 -66%
TW
1015
TritonPoint Wealth
Maryland
$470K -$2.73K -16 -0.6%
MWM
1016
Maridea Wealth Management
New York
$462K +$199K +1,167 +76%
SFC
1017
SYM Financial Corp
Indiana
$457K -$4.27K -25 -0.9%
AWM
1018
Avior Wealth Management
Nebraska
$456K -$4.44K -26 -1%
CAAS
1019
Capital Asset Advisory Services
Michigan
$454K +$32.2K +187 +8%
BP
1020
BBR Partners
New York
$451K – – –
MA
1021
MJP Associates
Connecticut
$451K -$61K -357 -12%
AO
1022
Advisor OS
Illinois
$451K -$61K -357 -12%
FA
1023
Fermata Advisors
California
$450K -$10.8K -63 -2%
WWM
1024
Waterway Wealth Management
Texas
$449K -$51.3K -300 -10%
NS
1025
NBC Securities
Alabama
$446K +$446K +2,609 +130,450%
39 40
41
42 43