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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 %
APW
1126
Acima Private Wealth
Virginia
$319K – – –
HP
1127
Holistic Planning
Texas
$317K +$317K +1,853 New
FDW
1128
Fourth Dimension Wealth
Ohio
$316K -$17.1K -100 -5%
FFG
1129
Fortress Financial Group
Minnesota
$316K +$316K +1,847 New
AW
1130
Avion Wealth
Texas
$315K – – –
BWM
1131
BCS Wealth Management
Tennessee
$312K -$2.05K -12 -0.7%
PMFA
1132
Plante Moran Financial Advisors
Michigan
$312K -$21.9K -128 -7%
Financial Engines Advisors
1133
Financial Engines Advisors
California
$311K -$20.2K -118 -6%
SFP
1134
Sterling Financial Planning
New Jersey
$311K +$22.9K +134 +8%
RWM
1135
Ritholtz Wealth Management
New York
$310K +$31.4K +184 +11%
CPCM
1136
Cardinal Point Capital Management
Ontario, Canada
$310K +$71.1K +416 +30%
CIR
1137
Clear Investment Research
Georgia
$308K +$6.32K +37 +2%
SIA
1138
Schechter Investment Advisors
Michigan
$308K – – –
UFA
1139
US Financial Advisors
Massachusetts
$308K -$513 -3 -0.2%
KCM
1140
Kendall Capital Management
Maryland
$308K – – –
PWP
1141
Principle Wealth Partners
Connecticut
$306K -$3.08K -18 -1%
CCMG
1142
Clark Capital Management Group
Pennsylvania
$304K +$64.4K +377 +27%
SFS
1143
Sharp Financial Services
Pennsylvania
$303K -$7.86K -46 -3%
BBHC
1144
Brown Brothers Harriman & Co
New York
$303K +$227K +1,328 +298%
WFC
1145
Western Financial Corp
California
$301K -$1.03K -6 -0.3%
PP
1146
Prosperity Planning
Missouri
$301K +$43.6K +255 +17%
NGA
1147
Naples Global Advisors
Florida
$296K +$3.76K +22 +1%
OWM
1148
Opes Wealth Management
California
$295K -$244K -1,429 -45%
SWA
1149
SFMG Wealth Advisors
Texas
$292K +$292K +1,710 New
W
1150
Wealthquest
Ohio
$291K +$25K +146 +9%
44 45
46
47 48