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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 %
DACG
1126
Donor Advised Charitable Giving
California
$342K +$366 +2 +0.1%
AWC
1127
Adamsbrown Wealth Consultants
Kansas
$342K +$548 +3 +0.2%
CWS
1128
Confluence Wealth Services
Pennsylvania
$342K +$57K +312 +20%
APW
1129
Acima Private Wealth
Virginia
$341K – – –
TPWA
1130
TRUE Private Wealth Advisors
Oregon
$341K -$292K -1,599 -46%
FWA
1131
FSC Wealth Advisors
New York
$338K +$338K +1,849 New
EFP
1132
Envision Financial Planning
Tennessee
$337K +$337K +1,844 New
PMFA
1133
Plante Moran Financial Advisors
Michigan
$336K +$2.93K +16 +0.9%
BWM
1134
BCS Wealth Management
Tennessee
$334K – – –
CIR
1135
Clear Investment Research
Georgia
$333K +$2.74K +15 +0.8%
FFC
1136
Frederick Financial Consultants
Maryland
$333K +$21.4K +117 +7%
SFP
1137
Sterling Financial Planning
New Jersey
$332K +$183 +1 +0.1%
CPCM
1138
Cardinal Point Capital Management
Ontario, Canada
$332K – – –
SFS
1139
Sharp Financial Services
Pennsylvania
$331K +$7.13K +39 +2%
KCM
1140
Kendall Capital Management
Maryland
$329K – – –
WFC
1141
Western Financial Corp
California
$328K +$6.03K +33 +2%
CB
1142
Cadence Bank
Mississippi
$328K +$33.1K +181 +11%
CF
1143
Clarity Financial
Texas
$327K -$554K -3,030 -63%
PP
1144
Prosperity Planning
Missouri
$326K +$3.66K +20 +1%
PWP
1145
Principle Wealth Partners
Connecticut
$325K -$1.46K -8 -0.4%
AW
1146
Avion Wealth
Texas
$324K – – –
GJIA
1147
Glass Jacobson Investment Advisors
Maryland
$322K +$88.9K +486 +38%
CWA
1148
CogentBlue Wealth Advisors
Tennessee
$321K +$321K +1,755 New
BZWA
1149
Blue Zone Wealth Advisors
California
$320K -$24.3K -133 -7%
IAP
1150
Indie Asset Partners
Indiana
$319K +$319K +1,745 New
44 45
46
47 48