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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 %
HFO
1026
Heritage Family Offices
Arizona
$492K – – –
TWM
1027
TCFG Wealth Management
California
$489K +$86.1K +471 +21%
SFC
1028
SYM Financial Corp
Indiana
$488K – – –
CRC
1029
Curi RMB Capital
Illinois
$487K +$139K +760 +40%
WA
1030
Waddell & Associates
Tennessee
$483K -$61.8K -338 -11%
BP
1031
BBR Partners
New York
$483K – – –
IIA
1032
IPG Investment Advisors
California
$483K -$64.4K -352 -12%
FWM
1033
FSR Wealth Management
Illinois
$481K -$37.3K -204 -7%
NAS
1034
NWF Advisory Services
California
$479K +$31.6K +173 +7%
CNBTD
1035
Citizens National Bank Trust Department
Mississippi
$476K – – –
LSA
1036
Lansing Street Advisors
Pennsylvania
$475K +$1.1K +6 +0.2%
TCOV
1037
Trust Company of Vermont
Vermont
$475K +$27.4K +150 +6%
HW
1038
HORAN Wealth
Ohio
$474K +$474K +2,592 New
QP
1039
Quartz Partners
New York
$473K -$2.38K -13 -0.5%
FPCP
1040
Fort Point Capital Partners
California
$472K – – –
ZBNA
1041
Zions Bancorporation, National Association
Utah
$471K – – –
MWA
1042
Monograph Wealth Advisors
California
$470K -$904K -4,945 -66%
HAP
1043
Harbor Asset Planning
Massachusetts
$470K +$470K +2,569 New
CIP
1044
Capital Insight Partners
Arizona
$468K -$43K -235 -8%
LFG
1045
Larson Financial Group
Missouri
$467K -$109K -595 -19%
SLWA
1046
San Luis Wealth Advisors
California
$466K +$1.1K +6 +0.2%
MNA
1047
Manning & Napier Advisors
New York
$463K +$33.3K +182 +8%
RWM
1048
Riverbend Wealth Management
South Carolina
$460K +$7.68K +42 +2%
CIA
1049
Cape Investment Advisory
Georgia
$460K +$10.4K +57 +2%
DI
1050
Disciplined Investments
Oklahoma
$458K +$59.8K +327 +15%
40 41
42
43 44