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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 %
TWM
1076
TCFG Wealth Management
California
$377K – – –
GPA
1077
Guerra Pan Advisors
New Jersey
$376K -$63.6K -372 -14%
CIBC World Market
1078
CIBC World Market
Ontario, Canada
$376K +$39K +228 +12%
PCM
1079
Permanent Capital Management
Illinois
$375K +$151K +886 +68%
AT
1080
Arlington Trust
Alabama
$375K +$99.1K +580 +36%
CFG
1081
Citizens Financial Group
Rhode Island
$375K +$513 +3 +0.1%
AF
1082
Advisornet Financial
Minnesota
$372K +$120K +704 +48%
DI
1083
Disciplined Investments
Oklahoma
$372K -$80K -468 -18%
VC
1084
Veracity Capital
Georgia
$371K +$68.9K +403 +23%
ACM
1085
Advance Capital Management
Michigan
$371K – – –
PTC
1086
Philadelphia Trust Company
Pennsylvania
$368K – – –
JWM
1087
JGP Wealth Management
Oregon
$368K – – –
WMA
1088
Wealth Management Associates
New Jersey
$367K +$26K +152 +8%
AL
1089
Aspiriant LLC
California
$367K +$50.8K +297 +16%
JTWM
1090
Jackson Thornton Wealth Management
Alabama
$363K +$363K +2,251 New
BFIM
1091
Beese Fulmer Investment Management
Ohio
$362K +$54.2K +317 +18%
KA
1092
Klingman & Associates
New York
$361K – – –
A
1093
Argentarii
Ohio
$361K – – –
ZF
1094
Zhang Financial
Michigan
$360K +$28K +164 +8%
UF
1095
Univest Financial
Pennsylvania
$358K +$3.25K +19 +0.9%
CAM
1096
CPA Asset Management
Florida
$355K +$342 +2 +0.1%
OP
1097
ORG Partners
Indiana
$355K -$7.07M -41,214 -95%
GKWIM
1098
Gerber Kawasaki Wealth & Investment Management
California
$353K +$513 +3 +0.1%
MW
1099
Members Wealth
Pennsylvania
$352K +$352K +2,057 New
MGIA
1100
Moneta Group Investment Advisors
Missouri
$350K +$143K +836 +69%
42 43
44
45 46