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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 %
CNBTD
1026
Citizens National Bank Trust Department
Mississippi
$445K +$11.3K +66 +3%
HIA
1027
Harbor Investment Advisory
Maryland
$444K +$20.2K +118 +5%
QP
1028
Quartz Partners
New York
$444K +$2.39K +14 +0.5%
LSA
1029
Lansing Street Advisors
Pennsylvania
$443K +$1.03K +6 +0.2%
HCA
1030
Horan Capital Advisors
Ohio
$443K – – –
FPCP
1031
Fort Point Capital Partners
California
$441K – – –
ZBNA
1032
Zions Bancorporation, National Association
Utah
$441K +$441K +2,578 New
MAM
1033
Madison Asset Management
Wisconsin
$438K -$957K -5,601 -69%
BOC
1034
Blue Oak Capital
California
$437K -$716K -4,191 -62%
SLWA
1035
San Luis Wealth Advisors
California
$434K +$1.02K +6 +0.2%
CSP
1036
Cary Street Partners
Virginia
$429K +$6.84K +40 +2%
Empower Advisory Group
1037
Empower Advisory Group
Colorado
$425K -$279K -1,635 -40%
RWM
1038
Riverbend Wealth Management
South Carolina
$423K -$1.37K -8 -0.3%
FFA
1039
Florida Financial Advisors
Florida
$423K +$27.3K +160 +7%
GBWM
1040
Granite Bay Wealth Management
New Hampshire
$422K -$51.2K -300 -11%
VFG
1041
Victory Financial Group
Texas
$421K -$22.9K -134 -5%
CIA
1042
Cape Investment Advisory
Georgia
$420K +$73.5K +430 +21%
AWP
1043
Ascent Wealth Partners
New York
$419K -$21.6M -126,570 -98%
TCOV
1044
Trust Company of Vermont
Vermont
$418K +$12.8K +75 +3%
NAS
1045
NWF Advisory Services
California
$418K -$324K -1,894 -44%
KBFS
1046
Kohmann Bosshard Financial Services
Ohio
$415K – – –
KIM
1047
Karpus Investment Management
New York
$414K -$8.02M -46,902 -95%
CCA
1048
Clearwater Capital Advisors
Illinois
$414K – – –
DWG
1049
Darden Wealth Group
Michigan
$413K -$4.96K -29 -1%
LIA
1050
LS Investment Advisors
Michigan
$411K – – –
40 41
42
43 44