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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 %
LRPA
1051
L. Roy Papp & Associates
Arizona
$410K -$13K -76 -3%
FB
1052
Fulton Bank
Pennsylvania
$410K +$3.08K +18 +0.8%
LWM
1053
Lodestone Wealth Management
Washington
$409K – – –
MFIM
1054
Mesirow Financial Investment Management
Illinois
$408K +$37.6K +220 +10%
SHF
1055
Stage Harbor Financial
Massachusetts
$407K +$407K +2,380 New
IBOK
1056
Independence Bank of Kentucky
Kentucky
$404K – – –
GAM
1057
Gemmer Asset Management
California
$403K -$4.96K -29 -1%
ADL
1058
Asset Dedication LLC
California
$402K +$17.1K +100 +4%
MNA
1059
Manning & Napier Advisors
New York
$402K +$7.69K +45 +2%
BFA
1060
Beaumont Financial Advisors
Massachusetts
$401K -$26.7K -156 -6%
FFA
1061
Fortune Financial Advisors
Kansas
$401K -$122K -715 -23%
CAM
1062
Clark Asset Management
New Hampshire
$399K +$78.6K +460 +25%
WCM
1063
Winebrenner Capital Management
Kentucky
$394K -$12.6K -74 -3%
FMWA
1064
Forvis Mazars Wealth Advisors
Missouri
$392K -$8.2K -48 -2%
BPWM
1065
Badgley Phelps Wealth Managers
Washington
$390K – – –
CA
1066
CapWealth Advisors
Tennessee
$388K – – –
ABC
1067
Associated Banc-Corp
Wisconsin
$386K +$386K +2,256 New
DWA
1068
Delap Wealth Advisory
Oregon
$385K +$385K +2,253 New
ACA
1069
Aspire Capital Advisors
Washington
$385K -$229K -1,340 -37%
SM
1070
Sensible Money
Arizona
$383K +$17.1K +100 +5%
EB
1071
Exchange Bank
California
$381K -$17.3K -101 -4%
KFI
1072
Key Financial Inc
Pennsylvania
$380K +$7.18K +42 +2%
SM
1073
Sweeney & Michel
California
$379K +$379K +2,487 New
KFG
1074
Kingdom Financial Group
Arizona
$379K +$7.01K +41 +2%
RCAG
1075
Rehmann Capital Advisory Group
Michigan
$379K +$85.6K +501 +29%
41 42
43
44 45