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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 %
FRA
1176
Frank Rimerman Advisors
California
$265K – – –
TA
1177
TrueWealth Advisors
Alabama
$264K -$299K -1,749 -53%
OPWM
1178
Oxinas Partners Wealth Management
Indiana
$264K -$26K -152 -9%
CTA
1179
Colonial Trust Advisors
South Carolina
$263K -$2.39K -14 -0.9%
APWA
1180
Atlas Private Wealth Advisors
New Jersey
$263K +$2.05K +12 +0.8%
ACS
1181
Archford Capital Strategies
Illinois
$262K -$2.05K -12 -0.8%
CFGW
1182
Chancellor Financial Group WB
Pennsylvania
$261K -$16.2K -95 -6%
FWP
1183
Forefront Wealth Partners
Texas
$261K +$3.08K +18 +1%
AWM
1184
Accurate Wealth Management
Florida
$261K -$144K -881 -36%
CA
1185
Cambridge Advisors
Nebraska
$257K -$12.1K -71 -5%
FSC
1186
Full Sail Capital
Oklahoma
$257K – – –
OPWM
1187
Oregon Pacific Wealth Management
Oregon
$257K -$7.01K -41 -3%
HTHT
1188
Hemenway Trust Hemenway Trust
New Hampshire
$256K -$48.7K -285 -16%
IAS
1189
Insigneo Advisory Services
Florida
$256K -$48K -281 -16%
CIA
1190
Cascade Investment Advisors
Oregon
$255K -$25.6K -150 -9%
IWS
1191
Integrity Wealth Solutions
Colorado
$255K -$3.25K -19 -1%
CWS
1192
Confluence Wealth Services
Pennsylvania
$255K -$20.6K -126 -7%
MAS
1193
Meeder Advisory Services
Ohio
$255K -$186K -1,088 -42%
HWA
1194
HHM Wealth Advisors
Tennessee
$254K -$4.27K -25 -2%
SIC
1195
Sterling Investment Counsel
New York
$252K -$15K -88 -6%
NB
1196
NBT Bank
New York
$251K – – –
SIMG
1197
Sonora Investment Management Group
Arizona
$251K -$73K -427 -23%
CL
1198
CVFG LLC
Indiana
$250K -$24.4K -143 -9%
Kayne Anderson Rudnick Investment Management
1199
Kayne Anderson Rudnick Investment Management
California
$250K – – –
WHCI
1200
W.H. Cornerstone Investments
Massachusetts
$250K -$16.4K -96 -6%
46 47
48
49 50