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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 %
FFC
1151
Frederick Financial Consultants
Maryland
$291K -$45.6K -267 -14%
SC
1152
Solstein Capital
California
$291K – – –
MPWT
1153
MassMutual Private Wealth & Trust
Connecticut
$288K +$172K +1,008 +148%
JIC
1154
Joel Isaacson & Co
New York
$288K +$288K +1,688 New
BOSSRA
1155
B.O.S.S. Retirement Advisors
Utah
$288K +$56.4K +330 +24%
TA
1156
TKG Advisors
Indiana
$288K -$513 -3 -0.2%
AIM
1157
Advyzon Investment Management
Illinois
$288K -$92.8K -543 -24%
HOWA
1158
Heritage Oak Wealth Advisors
Florida
$286K -$109K -635 -28%
GI
1159
GAMMA Investing
California
$283K -$11.5K -67 -4%
KFC
1160
Klingenstein Fields & Co
New York
$283K – – –
QWM
1161
Quadcap Wealth Management
Texas
$280K -$31.8K -186 -10%
CWG
1162
Cornerstone Wealth Group
North Carolina
$280K +$280K +1,638 New
ST
1163
Smithfield Trust
Pennsylvania
$279K – – –
BMWS
1164
Brady Martz Wealth Solutions
North Dakota
$279K +$279K +1,630 New
AWM
1165
Atticus Wealth Management
Florida
$277K -$779K -4,556 -74%
CB
1166
Cadence Bank
Mississippi
$276K +$3.08K +18 +1%
WFAG
1167
Wescott Financial Advisory Group
Pennsylvania
$276K -$6.49K -38 -2%
RAS
1168
RPS Advisory Solutions
Kentucky
$275K -$110K -643 -29%
RZH
1169
Relyea Zuckerberg Hanson
Connecticut
$275K – – –
SAM
1170
Strategy Asset Managers
California
$274K – – –
OCM
1171
Orion Capital Management
California
$273K +$33.2K +194 +14%
CA
1172
Crewe Advisors
Utah
$271K +$51.4K +301 +23%
BWL
1173
Beacon Wealthcare LLC
North Carolina
$270K – – –
FIM
1174
FWL Investment Management
Texas
$269K – – –
NL
1175
NWAM LLC
Washington
$268K -$3.71M -21,736 -93%
45 46
47
48 49