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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 %
PWMG
1151
Pinnacle Wealth Management Group
Michigan
$318K -$47.4K -259 -13%
NGA
1152
Naples Global Advisors
Florida
$317K – – –
TFO
1153
Timonier Family Office
North Carolina
$317K +$317K +1,733 New
AWM
1154
Atticus Wealth Management
Florida
$316K +$20.1K +110 +7%
LA
1155
LVW Advisors
New York
$316K -$25.8K -141 -8%
TCM
1156
Traynor Capital Management
Pennsylvania
$316K +$316K +1,724 New
AFGAS
1157
Allegiance Financial Group Advisory Services
Virginia
$316K +$316K +1,728 New
RZH
1158
Relyea Zuckerberg Hanson
Connecticut
$316K +$21.2K +116 +7%
ST
1159
Smithfield Trust
Pennsylvania
$315K +$16.5K +90 +6%
FEG
1160
Fund Evaluation Group
Ohio
$313K +$313K +1,714 New
MA
1161
Montag & Associates
Georgia
$312K -$41.7K -228 -12%
HPC
1162
Hobart Private Capital
North Carolina
$312K -$52.8K -289 -14%
SC
1163
Solstein Capital
California
$311K – – –
OWM
1164
Opes Wealth Management
California
$311K -$4.94K -27 -2%
FWP
1165
Forefront Wealth Partners
Texas
$308K +$35.2K +197 +13%
TA
1166
TKG Advisors
Indiana
$305K -$2.56K -14 -0.8%
GI
1167
GAMMA Investing
California
$303K – – –
LCWP
1168
Legacy Capital Wealth Partners
Arkansas
$303K -$256K -1,398 -46%
RAS
1169
RPS Advisory Solutions
Kentucky
$301K +$5.85K +32 +2%
W
1170
Wealthquest
Ohio
$300K -$11.2K -61 -4%
PRTG
1171
Post Resch Tallon Group
New York
$299K -$45.7K -250 -13%
CT
1172
Clearstead Trust
Maine
$297K +$297K +1,622 New
CWG
1173
Cornerstone Wealth Group
North Carolina
$296K -$3.11K -17 -1%
WFAG
1174
Wescott Financial Advisory Group
Pennsylvania
$295K +$548 +3 +0.2%
CCMG
1175
Clark Capital Management Group
Pennsylvania
$293K -$32.4K -177 -10%
45 46
47
48 49