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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 %
IWS
1176
Integrity Wealth Solutions
Colorado
$292K +$19.6K +107 +7%
Koshinski Asset Management
1177
Koshinski Asset Management
Illinois
$292K +$28.2K +154 +11%
OCM
1178
Orion Capital Management
California
$292K – – –
BBPWM
1179
Blue Bell Private Wealth Management
Pennsylvania
$292K +$89.9K +492 +45%
MA
1180
Mosaic Advisors
Texas
$292K -$296K -1,618 -50%
DPI
1181
Diversified Portfolios Inc
Michigan
$290K +$290K +1,588 New
BWL
1182
Beacon Wealthcare LLC
North Carolina
$289K – – –
MA
1183
MJP Associates
Connecticut
$288K -$194K -1,063 -40%
NL
1184
NWAM LLC
Washington
$287K +$366 +2 +0.1%
APWA
1185
Atlas Private Wealth Advisors
New Jersey
$287K +$5.48K +30 +2%
MAMG
1186
Milestone Asset Management Group
Connecticut
$285K +$285K +1,557 New
KFC
1187
Klingenstein Fields & Co
New York
$284K -$19.2K -105 -6%
FRA
1188
Frank Rimerman Advisors
California
$284K – – –
MPWT
1189
MassMutual Private Wealth & Trust
Connecticut
$283K -$25.8K -141 -8%
CTA
1190
Colonial Trust Advisors
South Carolina
$282K – – –
ACS
1191
Archford Capital Strategies
Illinois
$280K – – –
CFGW
1192
Chancellor Financial Group WB
Pennsylvania
$277K -$2.74K -15 -1%
BDF
1193
Black Diamond Financial
Maryland
$276K +$9.14K +50 +3%
TA
1194
TrueWealth Advisors
Alabama
$275K -$7.31K -40 -3%
SIC
1195
Sterling Investment Counsel
New York
$274K +$4.94K +27 +2%
HTHT
1196
Hemenway Trust Hemenway Trust
New Hampshire
$274K – – –
LI
1197
LifeWealth Investments
Florida
$272K +$32.4K +177 +14%
EW
1198
Element Wealth
Mississippi
$272K +$40.2K +220 +17%
HWA
1199
HHM Wealth Advisors
Tennessee
$271K – – –
AWM
1200
Accurate Wealth Management
Florida
$271K -$23.9K -129 -8%
46 47
48
49 50