QUAL icon

iShares MSCI USA Quality Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1101
CPA Asset Management
Florida
$387K +$7.13K +39 +2%
KA
1102
Klingman & Associates
New York
$386K
A
1103
Argentarii
Ohio
$386K
AWP
1104
Ascent Wealth Partners
New York
$385K -$63.1K -345 -14%
AL
1105
Aspiriant LLC
California
$384K -$8.04K -44 -2%
GGS
1106
Galvin Gaustad & Stein
Arizona
$383K +$9.87K +54 +3%
AO
1107
Advisor OS
Illinois
$378K -$105K -573 -22%
NFSG
1108
Newbridge Financial Services Group
Florida
$376K +$317K +1,735 +542%
RWM
1109
Ritholtz Wealth Management
New York
$374K +$41.7K +228 +13%
LSWP
1110
Liberty Square Wealth Partners
Pennsylvania
$371K
UF
1111
Univest Financial
Pennsylvania
$369K -$14.3K -78 -4%
WWM
1112
Waterway Wealth Management
Texas
$368K -$112K -615 -23%
PWM
1113
Provident Wealth Management
Tennessee
$368K -$183 -1 -0%
CG
1114
Corundum Group
Colorado
$365K
WPP
1115
Whalerock Point Partners
Rhode Island
$361K
AWM
1116
Apex Wealth Management
New Hampshire
$359K -$2.28M -12,453 -86%
ANBT
1117
American National Bank & Trust
Texas
$358K
MFG
1118
Mosaic Financial Group
Illinois
$358K
CIBC World Market
1119
CIBC World Market
Ontario, Canada
$351K -$50.8K -278 -13%
CFA
1120
CWS Financial Advisors
Michigan
$351K
SIC
1121
Salem Investment Counselors
North Carolina
$349K
BNP Paribas Financial Markets
1122
BNP Paribas Financial Markets
France
$349K -$494M -2,703,199 -100%
JIC
1123
Joel Isaacson & Co
New York
$348K +$39.5K +216 +13%
HAS
1124
HBW Advisory Services
California
$348K +$1.28K +7 +0.4%
CFS
1125
Commonwealth Financial Services
West Virginia
$347K -$6.19M -33,849 -95%