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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 %
MAM
1076
Madison Asset Management
Wisconsin
$422K -$46.1K -252 -10%
IBOK
1077
Independence Bank of Kentucky
Kentucky
$422K -$11K -60 -3%
FMWA
1078
Forvis Mazars Wealth Advisors
Missouri
$419K – – –
KIM
1079
Karpus Investment Management
New York
$418K -$25.6K -140 -6%
LWM
1080
Lodestone Wealth Management
Washington
$417K -$20.1K -110 -5%
CAAS
1081
Capital Asset Advisory Services
Michigan
$415K -$68.4K -373 -14%
JTWM
1082
Jackson Thornton Wealth Management
Alabama
$414K – – –
BCM
1083
Becker Capital Management
Oregon
$413K +$174K +952 +73%
SM
1084
Sensible Money
Arizona
$410K – – –
KFI
1085
Key Financial Inc
Pennsylvania
$410K +$3.66K +20 +0.9%
SHF
1086
Stage Harbor Financial
Massachusetts
$409K -$26.5K -145 -6%
EB
1087
Exchange Bank
California
$408K – – –
ZF
1088
Zhang Financial
Michigan
$408K +$23.2K +127 +6%
LFG
1089
Lockerman Financial Group
California
$406K +$64.2K +351 +19%
GPA
1090
Guerra Pan Advisors
New Jersey
$403K – – –
AT
1091
Arlington Trust
Alabama
$401K – – –
SWA
1092
Sightline Wealth Advisors
Connecticut
$401K -$103K -564 -20%
CFP
1093
Catalyst Financial Partners
Massachusetts
$400K +$55.2K +302 +16%
BFIM
1094
Beese Fulmer Investment Management
Ohio
$398K +$11.3K +62 +3%
ACM
1095
Advance Capital Management
Michigan
$397K – – –
PTC
1096
Philadelphia Trust Company
Pennsylvania
$394K – – –
JWM
1097
JGP Wealth Management
Oregon
$393K – – –
WMA
1098
Wealth Management Associates
New Jersey
$392K – – –
CW
1099
Channel Wealth
California
$390K +$39.1K +214 +11%
WIM
1100
Westside Investment Management
California
$388K +$297K +1,620 +325%
42 43
44
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