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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 %
GGS
1101
Galvin Gaustad & Stein
Arizona
$349K +$35.2K +206 +11%
LSWP
1102
Liberty Square Wealth Partners
Pennsylvania
$347K – – –
PWM
1103
Provident Wealth Management
Tennessee
$344K – – –
PWMG
1104
Pinnacle Wealth Management Group
Michigan
$341K +$30.4K +178 +10%
HPC
1105
Hobart Private Capital
North Carolina
$341K – – –
CG
1106
Corundum Group
Colorado
$341K – – –
WPP
1107
Whalerock Point Partners
Rhode Island
$338K – – –
OCM
1108
One Capital Management
California
$335K – – –
MFG
1109
Mosaic Financial Group
Illinois
$335K – – –
ANBT
1110
American National Bank & Trust
Texas
$335K +$285K +1,669 +574%
LWM
1111
LongView Wealth Management
Georgia
$333K +$58.5K +342 +21%
MA
1112
Montag & Associates
Georgia
$331K – – –
SWMG
1113
Sanchez Wealth Management Group
Florida
$330K -$84.6K -495 -20%
CW
1114
Channel Wealth
California
$328K -$6.15K -36 -2%
CFA
1115
CWS Financial Advisors
Michigan
$328K – – –
SIC
1116
Salem Investment Counselors
North Carolina
$327K +$5.64K +33 +2%
CRC
1117
Curi RMB Capital
Illinois
$325K -$14.5K -85 -4%
HAS
1118
HBW Advisory Services
California
$324K +$513 +3 +0.2%
CFP
1119
Catalyst Financial Partners
Massachusetts
$322K +$23.9K +140 +8%
BZWA
1120
Blue Zone Wealth Advisors
California
$322K -$47.8K -280 -13%
PRTG
1121
Post Resch Tallon Group
New York
$320K – – –
LA
1122
LVW Advisors
New York
$320K – – –
DACG
1123
Donor Advised Charitable Giving
California
$320K +$48.7K +285 +18%
AWC
1124
Adamsbrown Wealth Consultants
Kansas
$319K -$17.3K -101 -5%
LFG
1125
Lockerman Financial Group
California
$319K +$319K +1,867 New
43 44
45
46 47