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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 %
BDF
1201
Black Diamond Financial
Maryland
$250K – – –
SYBT
1202
Stock Yards Bank & Trust
Kentucky
$248K – – –
ARC
1203
Advisor Resource Council
Texas
$248K -$233K -1,365 -48%
Koshinski Asset Management
1204
Koshinski Asset Management
Illinois
$247K +$7.18K +42 +3%
ESB
1205
Essex Savings Bank
Connecticut
$246K -$7.86K -46 -3%
CP
1206
Creekside Partners
California
$244K +$20.2K +118 +9%
PWM
1207
PBMares Wealth Management
Virginia
$244K +$19.5K +114 +9%
SRWM
1208
Shira Ridge Wealth Management
California
$243K +$243K +1,421 New
SFS
1209
Symphony Financial Services
Ohio
$242K +$171 +1 +0.1%
AT
1210
American Trust
Kentucky
$240K -$1.11M -6,524 -82%
GC
1211
Grimes & Company
Massachusetts
$238K -$27K -158 -10%
EWM
1212
Evermay Wealth Management
Virginia
$237K – – –
CNB
1213
Camden National Bank
Maine
$235K -$3.93K -23 -2%
KFP
1214
KMG Fiduciary Partners
Ohio
$235K +$12K +70 +5%
PFA
1215
Professional Financial Advisors
Nebraska
$234K +$234K +1,371 New
MCM
1216
Morton Capital Management
California
$233K +$9.74K +57 +4%
SIAS
1217
Summit Investment Advisory Services
Minnesota
$233K -$37.1K -217 -14%
GG
1218
Greenwood Gearhart
Arkansas
$233K -$42.7K -250 -16%
XT
1219
XTX Topco
Cayman Islands
$232K +$232K +1,356 New
GF
1220
Goodman Financial
Texas
$231K +$231K +1,353 New
PWP
1221
Prasad Wealth Partners
Ohio
$229K +$513 +3 +0.2%
LEFP
1222
Leading Edge Financial Planning
Tennessee
$229K – – –
GJIA
1223
Glass Jacobson Investment Advisors
Maryland
$227K – – –
CFG
1224
Copley Financial Group
California
$227K +$8.89K +52 +4%
SAM
1225
Secure Asset Management
Michigan
$225K -$41.2K -241 -15%
47 48
49
50 51