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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 %
KIG
1051
Kennedy Investment Group
New Jersey
$457K +$457K +2,502 New
LWL
1052
Leo Wealth LLC
Texas
$455K +$455K +2,490 New
VC
1053
Veracity Capital
Georgia
$453K +$56.1K +307 +14%
IPA
1054
Investment Planning Advisors
Georgia
$453K -$250K -1,366 -36%
BPWM
1055
Badgley Phelps Wealth Managers
Washington
$452K +$34.9K +191 +8%
CFG
1056
Citizens Financial Group
Rhode Island
$451K +$49.9K +273 +12%
LRPA
1057
L. Roy Papp & Associates
Arizona
$450K +$11K +60 +2%
WCM
1058
Winebrenner Capital Management
Kentucky
$447K +$25.4K +139 +6%
ADL
1059
Asset Dedication LLC
California
$446K +$15.9K +87 +4%
JFG
1060
JDM Financial Group
Texas
$446K -$78.4K -429 -15%
CCA
1061
Clearwater Capital Advisors
Illinois
$446K +$2.93K +16 +0.7%
LWM
1062
LongView Wealth Management
Georgia
$445K +$89.2K +488 +25%
BFA
1063
Beaumont Financial Advisors
Massachusetts
$444K +$14.3K +78 +3%
KBFS
1064
Kohmann Bosshard Financial Services
Ohio
$444K – – –
CA
1065
CapWealth Advisors
Tennessee
$442K +$27.1K +148 +7%
DWG
1066
Darden Wealth Group
Michigan
$442K – – –
OPWM
1067
Oxinas Partners Wealth Management
Indiana
$441K +$159K +872 +57%
FA
1068
Fermata Advisors
California
$437K -$44.8K -245 -9%
AF
1069
Advisornet Financial
Minnesota
$436K +$37.8K +207 +9%
CSP
1070
Cary Street Partners
Virginia
$435K -$23.9K -131 -5%
FSA
1071
Financial Sense Advisors
California
$434K -$142K -777 -25%
GAM
1072
Gemmer Asset Management
California
$431K – – –
KRW
1073
Kaufman Rossin Wealth
Florida
$431K +$431K +2,357 New
FFA
1074
Fortune Financial Advisors
Kansas
$429K +$183 +1 +0%
VFG
1075
Victory Financial Group
Texas
$429K -$21.8K -119 -5%
41 42
43
44 45